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| Keyboard |
| Envoy Advisory Inc
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|---|---|
| CRD # | 306559 |
| SEC # | 801-117870 |
| CIK # | |
| AUM | 615.0 M (2026-03-30) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 888-879-1376 |
| Address | 5333 N Union Blvd Colorado Springs, CO 80918 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,983 | 607.2 |
| (b) Individuals (high net worth individuals) | 2 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,983 | 615.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,983 | 615.0 |
| Total | 1,983 | 615.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 615.0 | |
| Total | 1,983 | 615.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
EQ Wealth Advisors LLC
✚
|
TX | 617.0 M |
|
Grey Ledge Advisors LLC
✚
|
CT | 616.0 M |
|
Stolper & Company
✚
|
CA | 615.7 M |
|
Financial Alternatives Inc
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|
CA | 614.8 M |
|
Mystic Asset Management Inc
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|
RI | 614.6 M |
|
ZEGA Investments LLC
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|
FL | 614.0 M |
|
Safe Harbor Family Capital LLC
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|
NC | 613.9 M |
|
Auctus Advisors LLC
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|
NC | 612.9 M |
|
Capital A Wealth Management LLC
✚
|
PA | 612.9 M |
|
Private Wealth Management Group LLC
✚
|
NJ | 612.8 M |