Data / Investment advisers / Colorado / Envoy Advisory Inc.
Envoy Advisory Inc., Colorado Springs, CO: $615 million AUM, SEC registered investment adviser
Envoy Advisory Inc. is an SEC registered investment adviser with its main office in Colorado Springs, Colorado and reports $615 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include individuals, charitable organizations and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 306559
- SEC file number
- 801-117870
- SEC status
- Approved, effective December 23, 2019
- Main office
- 5333 N Union Blvd Suite 200, Colorado Springs, CO 80918
- Phone
- (888) 879-1376
- Regulatory AUM
- $614,952,466 in the Form ADV filed October 28, 2026
- Non discretionary AUM
- $614,952,466
- Accounts
- 1,983
- Employees
- 23, of which 12 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,983 | $607.2 million |
| Charitable organizations | 14 | $5.1 million |
| High net worth individuals | 2 | $2.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $615 million | March 30, 2026 |
| December 1, 2025 | $533.9 million | August 7, 2025 |
Other advisers in Colorado Springs
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bruni J V & Co | Colorado Springs | $1.10 billion | Not listed | adviserinfo.sec.gov |
| First Affirmative Financial Network LLC | Colorado Springs | $905.2 million | Not listed | adviserinfo.sec.gov |
| Ramsay Stattman Vela & Price Inc | Colorado Springs | $778.5 million | Not listed | adviserinfo.sec.gov |
| Seamount Financial Group Inc | Colorado Springs | $745.2 million | Not listed | adviserinfo.sec.gov |
| Altus Wealth Group, LLC | Colorado Springs | $620.1 million | Not listed | adviserinfo.sec.gov |
| Intergy Private Wealth, LLC | Colorado Springs | $602.6 million | Not listed | adviserinfo.sec.gov |
| One Bow River Advisers, LLC. | Colorado Springs | $525.9 million | 1 | adviserinfo.sec.gov |
| Petra Financial Advisors Inc | Colorado Springs | $447.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Colorado Springs, CO
- Investment advisers in Colorado
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving charitable organizations
- Envoy Advisory Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.