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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, FREDERICK, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| NEWELL, TIMOTHY, JOHN | I | PRESIDENT | NA | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | OWNER | E | Control |
| HIS ENVOYS GROUP LLC | DE | HOLDING COMPANY | E | Control |
| HIS ENVOYS GROUP LLC | DE | HOLDING COMPANY | E | Control |
| HIS ENVOYS GROUP LLC | DE | HOLDING COMPANY | E | Control |
| HIS ENVOYS GROUP LLC | DE | HOLDING COMPANY | E | Control |
| HIS ENVOYS GROUP LLC | DE | HOLDING COMPANY | E | Control |
| HIS ENVOYS GROUP LLC | DE | HOLDING COMPANY | E | Control |
| HIS ENVOYS GROUP LLC | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| NEWELL, TIMOTHY, JOHN | I | HARVEST FINANCIAL PLANNING, LLC | E | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST FINANCIAL PLANNING, LLC | DE | HARVEST INVESTMENT SERVICES, LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
| HARVEST INVESTMENT SERVICES, LLC | DE | HIS ENVOYS GROUP LLC | D | Control |
Registrations
Federal
IA
Aug 7, 2025 REGISTERED
Notice Filings (46)
AK AL AR AZ CA CO CT DE FL GA HI IA ID IL IN KS KY LA MA MD MI MN MO MS MT NC NE NH NJ NM NV NY OH OK OR PA PR SC SD TN TX UT VA VI WA WI
Address
5333 N UNION BLVDSUITE 200
COLORADO SPRINGS, CO 80918
United States
Phone: 888-879-1376