# 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.

- CRD: 338697
- Filed as: ENDOWE ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338697
- AdvisorCensus page: https://advisorcensus.com/firm/endowe-advisory-llc-san-jose-ca-338697

## Quick answers

**How 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.

**How much does Endowe Advisory LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 6, 2026)

- Asset-based fee: 0.25% of assets a year

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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: $300
- Discretionary: $300
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $300 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, MA, NE, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- endowe.com
- threads.com/@ENDOWE.INC
- Facebook @ENDOWE.INC
- Instagram @ENDOWE.INC
- LinkedIn @ENDOWE
- TikTok @ENDOWE.INC
- X @ENDOWE_INC

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Endowe Advisory LLC (CRD 338697): Form ADV filing data as of October 2026.