AdvisorCensus / Financial advisors / Ohio / Cleveland / Endeavor Wealth Advisors, LLC
Endeavor Wealth Advisors, LLC
Filed as ENDEAVOR WEALTH ADVISORS, LLC
Endeavor Wealth Advisors, LLC is an SEC-registered investment advisory firm in Pepper Pike, OH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.
Quick answers
From the filingHow is Endeavor Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Endeavor Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Endeavor Wealth Advisors, LLC charge?
Its Form ADV Part 2A brochure dated March 28, 2026 states: Hourly rate: $300 an hour (work performed by Kara Downing and Molly Balunek, Financial Planners &…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Endeavor Wealth Advisors, LLC located?
Endeavor Wealth Advisors, LLC's principal office is in Pepper Pike, OH, according to its Form ADV.
Is Endeavor Wealth Advisors, LLC registered with the SEC or a state?
Endeavor Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 305348.
How much does Endeavor Wealth Advisors, LLC manage?
Endeavor Wealth Advisors, LLC reports $252,794,072 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (99% discretionary).
How have Endeavor Wealth Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Endeavor Wealth Advisors, LLC: Regulatory assets under management: $138,272,864 in the October 2021 data and $252,794,072 in the October 2026 data, up 83%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Endeavor Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (75); charitable organizations (3).
Which custodians does Endeavor Wealth Advisors, LLC use?
Endeavor Wealth 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 Wealth 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/305348
Does Endeavor Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 28, 2026 says: "In general, EWA requires a minimum of $500,000 to open and maintain an advisory relationship."
What changed in Endeavor Wealth Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $221,615,927 to $252,794,072 (+14%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000
The brochure's wording
In general, EWA requires a minimum of $500,000 to open and maintain an advisory relationship.
Minimum annual fee: $5,000
The brochure's wording
The minimum annual fee is $5,000. EWA, in its sole discretion, may waive its minimum fee and/or charge a lesser fee based upon certain criteria
Hourly rate: $300 an hour (work performed by Kara Downing and Molly Balunek, Financial Planners &…)
The brochure's wording
Financial planning services may be billed in two ways; either a flat project fee, which is determined based upon the level of detail involved in the plan, or an hourly rate of $300 for work performed by Kara Downing and Molly Balunek, Financial Planners & Co-Founders. The minimum fee for financial planning is $2,500.
As stated in the firm's Form ADV Part 2A brochure dated March 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$252,794,072 as of October 2026, filing dated March 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $252,794,072 | 3 | March 28, 2026 |
| October 2025 | $221,615,927 | 3 | March 13, 2025 |
| October 2024 | $192,445,605 | 3 | March 5, 2024 |
| October 2023 | $159,487,934 | 2 | March 26, 2023 |
| October 2022 | $158,723,158 | 2 | May 6, 2022 |
| October 2021 | $138,272,864 | 2 | July 30, 2021 |
Regulatory assets under management: $138,272,864 in the October 2021 data and $252,794,072 in the October 2026 data, up 83%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $221,615,927 to $252,794,072 (+14%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Endeavor Wealth Advisors, LLC (CRD 305348): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/endeavor-wealth-advisors-llc-pepper-pike-oh-305348