Envest Advisors, LLC

RIASEC Registered

Total AUM

$8.1M

Discretionary

$8.1M

100% of AUM

Avg account

$96.3K

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Envest Advisors, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It bills clients primarily on a percentage-of-assets-under-management basis (with other fee arrangements possible) and identifies itself as a capital allocator, using third-party managers as part of its offering. Envest is not positioned as an active ESG investor and does not list pension consulting or related-adviser activity on its filing.