Envoy Advisory Inc.
- Regulatory AUM
- $615M
- Discretionary
- $0
- Clients
- 1,999
- Avg AUM / client
- $308K
- Accounts
- 1,983
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,983 | $607M | 98.7% |
| High net worth individuals | 2 | $2.7M | 0.43% |
| Charitable organizations | 14 | $5.1M | 0.83% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Center For Employment Opportunities Inc EIN 133843322 | New York, NY | 06/30/2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy John Newell | Managing Director | CFP | Nov 2019 (7y) | ≈ 28.13% – 75% via Harvest Financial Planning, Llc |
| Bradtmiller, Scott, Allen | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Andrew David Barlow | Registered representative | May 2022 (4y) | ||
| Tom Lau | Registered representative | Aug 2022 (4y) | ||
| Isaiah Gates | Registered representative | CFP | Jun 2023 (3y) | |
| Joseph Savenok | Registered representative | Jan 2024 (3y) | ||
| Ryan Lee Kaczmarek | Registered representative | CFP | Jun 2024 (2y) | |
| Joshua Payne | Registered representative | Oct 2024 (2y) | ||
| Joseph Webb | Registered representative | Mar 2025 (1y) | ||
| Seth Scott | Registered representative | Nov 2025 (1y) | ||
| Ted Miller | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| His Envoys Group Llc | Holding Company | Dec 2019 | A | 75% or more |
| Harvest Financial Planning, Llc | Member | Nov 2019 | B | ≈ 37.5% – 75% via His Envoys Group Llc |
| Harvest Investment Services, Llc | Member | Nov 2019 | B | ≈ 37.5% – 75% via His Envoys Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Timothy John Newell: 75% – 100% of Harvest Financial Planning, Llc × 50% – 75% of His Envoys Group Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Harvest Financial Planning, Llc: 50% – 75% of His Envoys Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Harvest Investment Services, Llc: 50% – 75% of His Envoys Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Center For Employment Opportunities Inc | Public charity | $82.7M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Matrix Trust Company $515M (84% of AUM) Mar 2026
- Charles Schwab & Co. $99.7M (16% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗