COLORADO SPRINGS, COCRD 306559Latest ADV March 30, 2026
Envoy Advisory Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 30, 2026, reports $615M in regulatory assets under management, 23 employees, 1 office, and 1,983 accounts.
Assets Under Management
$615M
Employees
23
Offices
1 office
Total Clients
1,999
Primary office
COLORADO SPRINGS, CO
5333 N UNION BLVD, SUITE 200, COLORADO SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.2% of total clients.
Top client categories% of clientsClients
1
Individuals
99.2%
1,983
2
Charitable
0.7%
14
3
HNWI
0.1%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$615Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$615M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$615M
Total Accounts1,983
10Y AUM Change+$335M (+119.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee87:1
10Y Employee Change+13 (+130.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.