# Envoy Advisory

Envoy Advisory is a Bank / Wealth / Trust based in Colorado Springs, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Colorado Springs, United States
- **Region:** North America
- **Address:** Colorado Springs, CO, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** envoyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/envoy-financial

## Regulatory record

- **CRD number:** 306559
- **SEC file number:** 801-117870
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306559

## About

Envoy Advisory was founded in 2010 and is headquartered in Colorado Springs, Colorado. The firm structures its services around non-discretionary asset management, meaning clients retain final authority over investment decisions while Envoy provides guidance on portfolio construction and ongoing financial planning. Its client base spans individuals with both qualified retirement accounts and standard taxable brokerage accounts. The firm's service model centers on advisory rather than discretionary management. Clients receive recommendations across asset allocation, security selection, and financial planning, but Envoy does not execute trades without explicit client approval. This non-discretionary structure differentiates it from registered investment advisors that operate with full trading authority. Its geographic footprint appears concentrated in the Colorado Front Range, though remote advisory capabilities may extend its reach. Team size and total assets under advisement are not publicly disclosed. The firm operates without a known affiliated foundation, venture arm, or co-investment platform. Its regulatory filings confirm registration as an investment adviser in Colorado, but public records do not detail key personnel, distinct investment vehicles, or institutional partnerships. Envoy's structural differentiator is its non-discretionary posture — a constraint that fundamentally shapes its client relationships and growth profile. Unlike firms that build AUM through managed accounts, Envoy's model depends on recurring advisory relationships where the client, not the firm, pulls the trigger. This architecture limits scalability but aligns tightly with a fiduciary, planning-led ethos, and it leaves the firm less exposed to market-driven AUM swings than its discretionary peers.

## Questions

### Does Envoy Advisory manage assets on a discretionary basis?

No. The firm provides non-discretionary advisory services, which means clients must approve all investment recommendations before any trades are executed. This structure gives clients full control over their portfolios while Envoy acts as an advisor on asset allocation and security selection.

### What types of clients does Envoy Advisory serve?

Envoy serves individual investors, including those with both qualified retirement accounts — such as IRAs or 401(k) rollovers — and non-qualified taxable brokerage accounts. The firm does not publicly market to institutional clients or pooled investment vehicles.

### Who runs investment decisions at Envoy Advisory?

Envoy Advisory has not publicly disclosed the names of its managing principals or investment committee members. Its regulatory filings do not identify any named portfolio managers, and the firm's website does not publish a leadership team page.

## Related profiles

- [Envision Financial](https://altss.com/profile/envision-financial)
- [Envysion Wealth Management](https://altss.com/profile/envysion-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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