AdvisorCensus / Financial advisors / California / San Jose / Endowe Advisory LLC
Endowe Advisory LLC is an SEC-registered investment advisory firm in San Jose, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.
Quick answers
From the filingHow is Endowe Advisory LLC compensated?
On its Form ADV (Item 5.E, October 2026), Endowe Advisory LLC reports these compensation arrangements: a percentage of assets under its management.
What does Endowe Advisory LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 6, 2026 states: Asset-based fee: 0.25% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Endowe Advisory LLC located?
Endowe Advisory LLC's principal office is in San Jose, CA, according to its Form ADV.
Is Endowe Advisory LLC registered with the SEC or a state?
Endowe Advisory LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338697.
How much does Endowe Advisory LLC manage?
Endowe Advisory LLC reports $300 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).
What types of clients does Endowe Advisory LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3).
Which custodians does Endowe Advisory LLC use?
Endowe Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.
Does Endowe Advisory 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/338697
Does Endowe Advisory LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 6, 2026 says: "There are no minimum investment amounts or account size requirements for Endowe Advisory LLC to provide asset management services."
What changed in Endowe Advisory LLC's recent Form ADV filings?
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).
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
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 2AAsset-based fee: 0.25% of assets a year
The brochure's wording
Clients who elect ongoing portfolio management services are charged an annual asset management fee of 0.25% (25 basis points) based on the value of assets under management in the client’s brokerage account.
Account minimum: None
The brochure's wording
There are no minimum investment amounts or account size requirements for Endowe Advisory LLC to provide asset management services.
As stated in the firm's Form ADV Part 2A brochure dated April 6, 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$300 as of October 2026, filing dated August 20, 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- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- 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
-
7 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
Changes in the filing
Last 12 months- September 2026
- Updated its list of owners and control persons (Schedule A).
- May 2026
- Regulatory assets under management went from $0 to $300.
- January 2026
- Newly registered with the SEC.
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. Endowe Advisory LLC (CRD 338697): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/endowe-advisory-llc-san-jose-ca-338697