Endeavor Advisors, LLC

RIASEC Registered

Total AUM

$560M

Discretionary

$560M

100% of AUM

Avg account

$1.3M

Accounts

447

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 324925
Registered since: March 21, 2024
Website: endeavor-advisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.38%
Individuals3.62%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Endeavor Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Endeavor describes itself as a capital allocator, directing client capital to third-party managers when appropriate. The firm does not characterize itself as an active ESG investor.