# Envoy Advisory Inc.

> Envoy Advisory Inc. is an SEC-registered investment advisory firm in Colorado Springs, CO, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 306559
- Filed as: ENVOY ADVISORY INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306559
- AdvisorCensus page: https://advisorcensus.com/firm/envoy-advisory-inc-colorado-springs-co-306559

## Quick answers

**How is Envoy Advisory Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Envoy Advisory Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Envoy Advisory Inc. located?**
Envoy Advisory Inc.'s principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Envoy Advisory Inc. registered with the SEC or a state?**
Envoy Advisory Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306559.

**How much does Envoy Advisory Inc. manage?**
Envoy Advisory Inc. reports $614,952,466 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**How have Envoy Advisory Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Envoy Advisory Inc.: Regulatory assets under management: $387,152,880 in the October 2021 data and $614,952,466 in the October 2026 data, up 59%. Total employees: 15 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Envoy Advisory Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,983); charitable organizations (14); high net worth individuals (2).

**Which custodians does Envoy Advisory Inc. use?**
Envoy Advisory Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Envoy Advisory Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306559

**What changed in Envoy Advisory Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $533,897,719 to $614,952,466 (+15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Matrix Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $614,952,466
- Discretionary: $0
- Non-discretionary: $614,952,466

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,983 | $607,151,353 |
| High net worth individuals | 2 | $2,674,334 |
| Charitable organizations | 14 | $5,126,779 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 23 total, 12 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VI, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- envoyfinancial.com
- Facebook @ENVOYFINANCIAL
- LinkedIn @ENVOY-FINANCIAL
- X @ENVOYFINANCIAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $387,152,880 | 15 | March 30, 2021 |
| October 2022 | $450,304,678 | 15 | April 19, 2022 |
| October 2023 | $383,299,377 | 15 | August 18, 2023 |
| October 2024 | $451,108,851 | 18 | March 14, 2024 |
| October 2025 | $533,897,719 | 23 | July 1, 2025 |
| October 2026 | $614,952,466 | 23 | March 30, 2026 |

Regulatory assets under management: $387,152,880 in the October 2021 data and $614,952,466 in the October 2026 data, up 59%.
Total employees: 15 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $533,897,719 to $614,952,466 (+15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envoy Advisory Inc. (CRD 306559): Form ADV filing data as of October 2026.