Envest Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Envest Advisors, LLC is a small registered investment adviser that provides discretionary asset management and financial planning primarily for individual clients. The firm delivers ongoing portfolio management through direct management and through program relationships, including Orion Portfolio Solutions, a co-advisor arrangement, and several third‑party money managers.
The firm’s investment process draws on fundamental and technical analysis and is implemented on a discretionary basis, with portfolios tailored to each client’s stated goals, time horizon, and risk tolerance. Envest Advisors commonly delegates portions of management to sub‑advisors and third‑party managers, monitors those managers on an ongoing basis, and conducts quarterly reviews that may include rebalancing and tax‑loss harvesting opportunities.
Noteworthy features include an affiliated insurance business (Envest Financial LLC) for which the firm’s principal devotes roughly 10% of their time and through which insurance commissions may be earned, and multiple referral and fee‑sharing arrangements with third‑party managers — including a tiered incentive participation schedule with a co‑advisor — that result in the firm receiving portions of TPM or co‑advisor fees. The firm is relatively new, operates three advisors with about $7.26 million in discretionary AUM, and discloses operational choices (for example, not aggregating trades and not voting client proxies) and related potential conflicts of interest along with stated mitigation procedures in its Form ADV.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,000.01 - $499,999.99: 1.25% $500,000 - $999,999.99: 1.10% $1,000,000 - $2,499,999.99: 1.00% $2,500,000 - $4,999,999.99: 0.85% $5,000,000 - $9,999,999.99: 0.75% $10,000,000+: 0.50%
Main office
See office2411 North Oak Street, Ste 407
Myrtle Beach SC 29577
Advisors at this office
2
Offices (2)
Most active in
California · North Carolina · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Lucus U
Series 65
San Mateo, CA
Envest Advisors, LLC
Lucus Ubaldo is a financial advisor with Envest Advisors, LLC in San Mateo, CA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Envest Advisors, he worked at The Valoram Group LLC and was a full-time student for eight years. Envest Advisors, LLC is a small registered investment adviser providing discretionary asset management and financial planning primarily for individual clients. The firm employs a discretionary investment process using fundamental and technical analysis, often delegating portfolio management to sub-advisors and third-party managers while conducting quarterly portfolio reviews.
Robert E
Series 65
Myrtle Beach, SC
Envest Advisors, LLC
Robert Emery is a financial advisor at Envest Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Gradient Advisors, LLC and Envest Financial LLC. Outside of his advisory role, he is also involved in insurance services through Envest Financial, LLC. Envest Advisors, LLC provides discretionary asset management and financial planning primarily for individual clients, utilizing fundamental and technical analysis. The firm manages portfolios through direct management, co-advisor arrangements, and third-party money managers, with ongoing monitoring and quarterly reviews.
William C
Series 65
Myrtle Beach, SC
Envest Advisors, LLC
William Cutler III is a financial advisor at Envest Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has prior experience with Gradient Advisors, LLC. Outside of his advisory role, he co-owns and oversees operations for Subway franchises through Jerry Case Inc. Envest Advisors, LLC is a small registered investment adviser serving primarily individual clients with discretionary asset management and financial planning. The firm uses a combination of fundamental and technical analysis and often delegates portfolio management to third-party managers, conducting regular reviews and adjustments tailored to clients’ goals and risk tolerance.
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