ENVOY ADVISORY INC.
CRD #306559 SEC #801-117870 COLORADO SPRINGS, CO 888-879-1376
SEC Registered
Total AUM
$533.9M
Discretionary
$0
Employees
23
Clients
25
Accounts
2,543
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $533.9M | $0 | $533.9M | 23 | 0 |
| Jul 2025 | $533.9M | $0 | $533.9M | 23 | 0 |
| Mar 2025 | $533.9M | $0 | $533.9M | 23 | 0 |
| Mar 2024 | $451.1M | $0 | $451.1M | 18 | 0 |
| Aug 2023 | $383.3M | $0 | $383.3M | 15 | 0 |
| Aug 2023 | $383.3M | $0 | $383.3M | 15 | 0 |
| Mar 2023 | $383.3M | $0 | $383.3M | 15 | 0 |
| Apr 2022 | $450.3M | $0 | $450.3M | 15 | 0 |
| Mar 2022 | $450.3M | $0 | $450.3M | 15 | 0 |
| Mar 2021 | $387.2M | $0 | $387.2M | 15 | 0 |
| Jul 2020 | $340.9M | $0 | $340.9M | 10 | 0 |
| Jun 2020 | $340.9M | $0 | $340.9M | 10 | 0 |
| May 2020 | $340.9M | $0 | $340.9M | 10 | 0 |
| Feb 2020 | $280.1M | $0 | $280.1M | 10 | 0 |
| Feb 2020 | $280.1M | $0 | $280.1M | 10 | 0 |
| Dec 2019 | $280.1M | $0 | $280.1M | 10 | 0 |
| Dec 2019 | $280.1M | $0 | $280.1M | 10 | 0 |
| Nov 2019 | $280.1M | $0 | $280.1M | 10 | 0 |
DateAug 2025
Total AUM$533.9M
Discretionary$0
Non-Disc.$533.9M
Employees23
Clients0
DateJul 2025
Total AUM$533.9M
Discretionary$0
Non-Disc.$533.9M
Employees23
Clients0
DateMar 2025
Total AUM$533.9M
Discretionary$0
Non-Disc.$533.9M
Employees23
Clients0
DateMar 2024
Total AUM$451.1M
Discretionary$0
Non-Disc.$451.1M
Employees18
Clients0
DateAug 2023
Total AUM$383.3M
Discretionary$0
Non-Disc.$383.3M
Employees15
Clients0
DateAug 2023
Total AUM$383.3M
Discretionary$0
Non-Disc.$383.3M
Employees15
Clients0
DateMar 2023
Total AUM$383.3M
Discretionary$0
Non-Disc.$383.3M
Employees15
Clients0
DateApr 2022
Total AUM$450.3M
Discretionary$0
Non-Disc.$450.3M
Employees15
Clients0
DateMar 2022
Total AUM$450.3M
Discretionary$0
Non-Disc.$450.3M
Employees15
Clients0
DateMar 2021
Total AUM$387.2M
Discretionary$0
Non-Disc.$387.2M
Employees15
Clients0
DateJul 2020
Total AUM$340.9M
Discretionary$0
Non-Disc.$340.9M
Employees10
Clients0
DateJun 2020
Total AUM$340.9M
Discretionary$0
Non-Disc.$340.9M
Employees10
Clients0
DateMay 2020
Total AUM$340.9M
Discretionary$0
Non-Disc.$340.9M
Employees10
Clients0
DateFeb 2020
Total AUM$280.1M
Discretionary$0
Non-Disc.$280.1M
Employees10
Clients0
DateFeb 2020
Total AUM$280.1M
Discretionary$0
Non-Disc.$280.1M
Employees10
Clients0
DateDec 2019
Total AUM$280.1M
Discretionary$0
Non-Disc.$280.1M
Employees10
Clients0
DateDec 2019
Total AUM$280.1M
Discretionary$0
Non-Disc.$280.1M
Employees10
Clients0
DateNov 2019
Total AUM$280.1M
Discretionary$0
Non-Disc.$280.1M
Employees10
Clients0