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Envoy Advisory Inc.

● SEC registered since 2019CRD 306559SEC# 801-117870Colorado Springs, CO
Export (members)
Reg. AUM
$615M
Employees
23
Accounts
1,983
Location
Colorado Springs, CO

Envoy Advisory Inc. assets under management

Envoy Advisory Inc. is a registered investment adviser overseen by the SEC based in Colorado Springs, CO. The firm has been registered since 2019. It reports $615 million in regulatory assets under management and employs 23 people.

Envoy Advisory Inc. owners & executives

7 reported
NameTitleOwnershipSince
His Envoys Group LLC ControlHolding CompanyOver 75%2019
John K Alyo ControlChief Compliance OfficerUnder 5%2026
Timothy John Newell ControlPresidentUnder 5%2019
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Frequently asked questions

How much does Envoy Advisory Inc. manage?

Envoy Advisory Inc. reports $615 million in regulatory assets under management on its Form ADV.

How many employees does Envoy Advisory Inc. have?

Envoy Advisory Inc. reports 23 employees.

Where is Envoy Advisory Inc. located?

Envoy Advisory Inc. is based in Colorado Springs, CO and has been SEC-registered since 2019.

Does Envoy Advisory Inc. disclose fund performance?

Envoy Advisory Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5333 N Union Blvd, Suite 200, Colorado Springs, CO 80918
Phone888-879-1376
Office hours8:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$615M▲ 15%
Mar '25 — $533.9MApr '25 — $533.9MMay '25 — $533.9MJun '25 — $533.9MJul '25 — $533.9MAug '25 — $533.9MSep '25 — $533.9MOct '25 — $533.9MNov '25 — $533.9MDec '25 — $533.9MJan '26 — $533.9MFeb '26 — $533.9MMar '26 — $615MApr '26 — $615MMay '26 — $615MJun '26 — $615M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$615Mregulatory AUM
Discretionary $0Non-discretionary $615M