Endeavor Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Endeavor Advisors is a registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. As of December 31, 2025 the firm reported approximately $559 million in assets under management and also oversees additional assets under advisement.
The firm implements primarily long‑term strategies using individual stocks, ETFs, mutual funds, independent managers and bonds, and combines fundamental and technical analysis in portfolio construction and monitoring. Endeavor may retain legacy holdings for tax or portfolio‑fit reasons, conducts due diligence and ongoing oversight of independent and third‑party managers, and generally requires a $1,000,000 relationship size to implement its process (waivable at the firm’s discretion).
Noteworthy features include its family office–style service model and access to third‑party options management that can involve securities‑based lending arrangements, with the firm disclosing and overseeing those relationships. Founded in 2023, Endeavor operates through an institutional custody platform that provides operational and technology support while emphasizing continuous client contact as part of its wealth management offering.
Client services
Expertise
Fee options
Standalone financial planning fixed fees up to $50,000.
0.30% to 1.50% annually (range based on factors including scope, asset level, and relationship complexity)
Hourly financial planning fees up to $350 per hour.
Account minimum: $1,000,000 (may be waived at Advisor's discretion) Fee-only: Fixed project-based financial planning fees up to $50,000 and hourly rates up to $350/hour; fees may be negotiable.
Main office
See office4400 Post Oak Parkway, Suite 2580
Houston TX 77027
Advisors at this office
7
Offices (2)
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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