{
  "crd_number": 324925,
  "slug": "endeavor-advisors-llc-the-woodlands-tx-324925",
  "primary_business_name": "ENDEAVOR ADVISORS, LLC",
  "legal_name": "ENDEAVOR ADVISORS, LLC",
  "dbas": [],
  "city": "The Woodlands",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-21",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 559523188.0,
  "raum_discretionary": 559523188.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20268316.0,
      "count": 90
    },
    "high_net_worth_individuals": {
      "raum": 539254872.0,
      "count": 85
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://endeavor-advisors.com",
    "https://linkedin.com/company/endeavoradvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324925",
  "city_as_filed": "THE WOODLANDS",
  "url": "https://advisorcensus.com/firm/endeavor-advisors-llc-the-woodlands-tx-324925",
  "display_name": "Endeavor Advisors, LLC",
  "summary": "Endeavor Advisors, LLC is an SEC-registered investment advisory firm in The Woodlands, TX, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.",
  "citation": "AdvisorCensus. Endeavor Advisors, LLC (CRD 324925): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Endeavor Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Endeavor Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Endeavor Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 states: Asset-based fee: 0.3% to 1.5% a year (a range, as the brochure states it); Flat fee: up to $50,000 (standalone financial planning services); Hourly rate: up to $350 an hour (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Endeavor Advisors, LLC located?",
      "a": "Endeavor Advisors, LLC's principal office is in The Woodlands, TX, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Endeavor Advisors, LLC registered with the SEC or a state?",
      "a": "Endeavor Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 324925."
    },
    {
      "q": "How much does Endeavor Advisors, LLC manage?",
      "a": "Endeavor Advisors, LLC reports $559,523,188 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Endeavor Advisors, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Endeavor Advisors, LLC: Regulatory assets under management: $106,062,121 in the October 2024 data and $559,523,188 in the October 2026 data, up 428%. Total employees: 3 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Endeavor Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (85)."
    },
    {
      "q": "Which custodians does Endeavor Advisors, LLC use?",
      "a": "Endeavor Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Endeavor Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324925"
    },
    {
      "q": "Does Endeavor Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 says: \"Endeavor generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process, which may be waived or reduced at the Advisor’s sole discretion.\""
    },
    {
      "q": "What changed in Endeavor Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 8. Regulatory assets under management went from $176,920,606 to $559,523,188 (+216%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 106062121.0,
      "total_employees": 3,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 176920606.0,
      "total_employees": 3,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 559523188.0,
      "total_employees": 10,
      "filing_date": "2026-04-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 8.",
        "Regulatory assets under management went from $176,920,606 to $559,523,188 (+216%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $50,000 (standalone financial planning services)",
      "Hourly rate: up to $350 an hour (Financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Family office and wealth management fees range from 0.30% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Endeavor generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process, which may be waived or reduced at the Advisor’s sole discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 (standalone financial planning services)"
        ],
        "quotes": [
          "Endeavor also offers standalone financial planning services for a fixed project-based fee ranging up to $50,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $350 an hour (Financial planning services)"
        ],
        "quotes": [
          "Financial planning fees may also be charged at an hourly rate ranging up to $350 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.3,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "one_time",
          "service": "standalone financial planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 350.0,
          "period": "hour",
          "service": "Financial planning services"
        }
      ]
    },
    "quotes": [
      "Family office and wealth management fees range from 0.30% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "Endeavor generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process, which may be waived or reduced at the Advisor’s sole discretion.",
      "Endeavor also offers standalone financial planning services for a fixed project-based fee ranging up to $50,000.",
      "Financial planning fees may also be charged at an hourly rate ranging up to $350 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/endeavor-advisors-llc-the-woodlands-tx-324925.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 20268316.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 85,
      "fewer_than_5": false,
      "raum": 539254872.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324925",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}