Envoy Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Envoy Advisory reports 1,999 clients. They include 1,983 individual clients, 14 charitable organizations and 2 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $615M across 1,983 accounts are not. A wrap fee program the firm both sponsors and manages holds $99.6M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 99% |
| High-net-worth individuals | <1% | <1% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,983 | $607M | 98.7% | $306K |
| High-net-worth individuals | Fewer than 5 | $2.67M | 0.4% | $1.34M |
| Charitable organizations | 14 | $5.13M | 0.8% | $366K |
| Total | 1,999 | $615M | 100% | — |
- Clients
- 1,983
- Regulatory AUM
- $607M
- AUM share
- 98.7%
- Avg. per client
- $306K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.67M
- AUM share
- 0.4%
- Avg. per client
- $1.34M
- Clients
- 14
- Regulatory AUM
- $5.13M
- AUM share
- 0.8%
- Avg. per client
- $366K
Total
- Clients
- 1,999
- Regulatory AUM
- $615M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Envoy Advisory is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting is billed hourly at up to $500, or as a fixed fee that may range up to $10,000; a prepayment above $1,200 is not required for services more than six months away.
His Envoys Group LLC owns 75% or more of Envoy Advisory and is in turn owned by Harvest Financial Planning, LLC (50–75%) and Harvest Investment Services, LLC (50–75%). The leadership team of Envoy Advisory includes President Timothy Newell and Chief Compliance Officer John Alyo. It has 23 employees, 12 of them in advisory roles.
Staff
- 23 employees
- 12 in advisory functions
- 9 state-registered reps
- 3 insurance agents
- 2 soliciting firms
- Owns 75% or more of Envoy Advisory Inc.
His Envoys Group LLC
Control person · since December 2019
- Owns 50% to 75% of His Envoys Group LLC
Harvest Financial Planning, LLC
Control person · since November 2019
- Owns 75% or more of Harvest Financial Planning, LLC
Timothy Newell
Control person · since November 2019
- Owns 50% to 75% of His Envoys Group LLC
Harvest Investment Services, LLC
Control person · since November 2019
Envoy Advisory’s regulatory assets grew 1.6× from $387M (March 2021) to $615M (March 2026); clients rose from 1,583 to 1,999 and employees from 15 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $615M | 1,999 | 23 | 2 |
| Jul 2025July 2025 | $534M | 1,808 | 23 | 1 |
| Mar 2024March 2024 | $451M | 1,778 | 18 | 1 |
| Mar 2023March 2023 | $383M | 1,615 | 15 | 2 |
| Apr 2022April 2022 | $450M | 1,628 | 15 | 2 |
| Mar 2021March 2021 | $387M | 1,583 | 15 | 2 |
Besides its headquarters, Envoy Advisory has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Colorado · 1 listed address
- 5333 N Union BLVD, Suite 200, Colorado SpringsHQ
Contact and registration details
- Legal name
- Envoy Advisory Inc.
- Headquarters
- 5333 N Union BLVD, Suite 200, Colorado Springs, CO 80918
- Website
- envoyfinancial.com
- Phone
- 888-879-1376
- @envoy-financial
- SEC file
- 801-117870
- Structure
- Colorado corporation
- Fiscal year end
- December
Envoy Advisory’s named custodians for separately managed accounts are Matrix Trust ($515M, 84%) and Charles Schwab ($99.7M, 16%). Envoy Advisory does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Matrix TrustMatrix Trust Company · Denver, CO · $515M84%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $99.7M16%
At year end, Envoy Advisory’s separately managed accounts were mostly in funds (84%) and stocks (16%).
What the accounts hold
- Stocks16%
- Funds84%
- Registered funds61%
- Pooled vehicles23%
- Bonds2%
How many clients does Envoy Advisory have?
Envoy Advisory has 1,999 clients and manages $615 million for them, as of March 2026. They include 1,983 individual clients, 14 charitable organizations and 2 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Envoy Advisory offer?
Envoy Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Envoy Advisory use?
Envoy Advisory’s separately managed account assets are held at Matrix Trust Company (Denver, CO), with $515M and Charles Schwab & Co., Inc. (Westlake, TX), with $99.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Envoy Advisory have?
Envoy Advisory has 9 investment adviser representatives registered with state securities authorities, out of 23 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Envoy Advisory invest in?
At the end of its last fiscal year, Envoy Advisory’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 23% pooled vehicles (private funds and similar), 16% exchange-traded equities and 2% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Envoy Advisory?
Envoy Advisory is owned through a chain of holding companies by Harvest Investment Services, LLC and Timothy Newell. Its direct owner is His Envoys Group LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Envoy Advisory get paid?
Envoy Advisory is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Envoy Advisory?
Envoy Advisory’s main office is at 5333 N Union BLVD, Suite 200, Colorado Springs, CO 80918. Its phone number is 888-879-1376. Its website is envoyfinancial.com.