Envest Advisors, LLC
Firm details
- Headquarters
- Myrtle Beach, South Carolina
- CRD number
- 338053
- Website
- www.envestadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals74.21%
- HNWI25.79%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Envest Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individuals and families. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model includes a percentage of assets under management and other fee arrangements. Envest does not identify as an active ESG investor and reports an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
William Cutler
Chief Compliance OfficerCRD 7880698
Contacts
3 of 3
Robert Emery
Financial AdvisorCRD 8007252
Lucus Ubaldo
Financial Services AdvisorCRD 8223451
Danna Watkins
Owner and Financial ProfessionalCRD 8048621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Myrtle Beach, SC
Horry
Location
Myrtle Beach, SC
Headquartered in Myrtle Beach, SC, anchoring the Myrtle Beach-Conway, SC-NC metro in the South.
- Metro area
- Myrtle Beach-Conway, SC-NC
- Region
- South
- County
- Horry
- Address
- 2411 N Oak St
- Time zone
- ET (UTC-5)
- Office locations
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