# Endeavor Advisors, LLC

> 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.

- CRD: 324925
- Filed as: ENDEAVOR ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324925
- AdvisorCensus page: https://advisorcensus.com/firm/endeavor-advisors-llc-the-woodlands-tx-324925

## Quick answers

**How is Endeavor Advisors, LLC compensated?**
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).

**How much does Endeavor Advisors, LLC charge?**
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.

**Where is Endeavor Advisors, LLC located?**
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).

**Is Endeavor Advisors, LLC registered with the SEC or a state?**
Endeavor Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 324925.

**How much does Endeavor Advisors, LLC manage?**
Endeavor Advisors, LLC reports $559,523,188 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Endeavor Advisors, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Endeavor Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (85).

**Which custodians does Endeavor Advisors, LLC use?**
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.

**Does Endeavor Advisors, LLC report any disciplinary disclosures?**
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

**Does Endeavor Advisors, LLC state an account minimum?**
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."

**What changed in Endeavor Advisors, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Asset-based fee: 0.3% to 1.5% a year (a range, as the brochure states it)

> 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.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

- Flat fee: up to $50,000 (standalone financial planning services)

> Endeavor also offers standalone financial planning services for a fixed project-based fee ranging up to $50,000.

- Hourly rate: up to $350 an hour (Financial planning services)

> Financial planning fees may also be charged at an hourly rate ranging up to $350 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $559,523,188
- Discretionary: $559,523,188
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $20,268,316 |
| High net worth individuals | 85 | $539,254,872 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Abilene, TX

### Websites listed on Form ADV (Item 1.I)
- [endeavor-advisors.com](https://endeavor-advisors.com)
- LinkedIn @endeavoradvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $106,062,121 | 3 | March 13, 2024 |
| October 2025 | $176,920,606 | 3 | March 27, 2025 |
| October 2026 | $559,523,188 | 10 | April 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 8.
- Regulatory assets under management went from $176,920,606 to $559,523,188 (+216%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Endeavor Advisors, LLC (CRD 324925): Form ADV filing data as of October 2026.