Envoy Advisory Inc.
Envoy Advisory Inc. is an SEC-registered mass-market adviser in Colorado Springs, CO with $615.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Envoy Advisory Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306559, SEC 801-117870, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $615.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Colorado Springs, CO
- Employees
- 23
- Clients
- 1,999
- CRD
- 306559
- Ownership
- HIS ENVOYS GROUP LLC; NEWELL, FREDERICK, ALFRED; NEWELL, TIMOTHY, JOHN; ALYO, JOHN, K; BRADTMILLER, SCOTT, ALLEN
How much AUM does Envoy Advisory Inc. have?
Envoy Advisory Inc. reported $615.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Envoy Advisory Inc.?
Disclosed owners and executives of Envoy Advisory Inc. include HIS ENVOYS GROUP LLC, NEWELL, FREDERICK, ALFRED, NEWELL, TIMOTHY, JOHN, ALYO, JOHN, K, BRADTMILLER, SCOTT, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.