Endeavor Advisors, LLC logo

Endeavor Advisors, LLC

Updated today

Client assets under management

$559,523,188

Clients

175

49% high-net-worth

Advisors

8

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

22

Very Low

Average account size

$3,197,275

About

Endeavor Advisors serves individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, offering family office and wealth management alongside discretionary investment management and standalone financial planning. Its services include portfolio construction using individual equities, ETFs, mutual funds, bonds and access to unaffiliated managers, together with ongoing investment supervision and planning consultations.

The firm combines fundamental and technical analysis with a generally long‑term orientation while permitting shorter‑term trades for rebalancing or client liquidity needs. Endeavor frequently implements portfolios through independent managers and may introduce clients to a third‑party options manager whose strategies can include securities‑based lending arrangements; the firm conducts initial and ongoing oversight of those managers.

Founded in 2023, the eight‑adviser team manages approximately $559.5 million in discretionary assets and oversees an additional ~$102.9 million in assets under advisement, pairing family office services with delegated manager relationships. Endeavor operates on an institutional custody platform and discloses that it does not accept proxy‑voting responsibility, emphasizing documented fiduciary policies and supervisory controls for conflicts and personal trading.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management

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Fee options

Percentage

0.30% to 1.50% annually (range based on factors such as scope, complexity, and assets managed; fees negotiable)

Project-based

Up to $350 per hour for standalone financial planning services; fees may be negotiable.

Other

Account minimum: $1,000,000 (may be waived or reduced at Advisor's sole discretion) Fee-only: Advisory fees charged based on assets under management; no commissions received.

Main office location

Endeavor Advisors, LLC

2001 Timberloch Place, Suite 500

The Woodlands TX 77380, United States

Number of 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

Advisors at this firm

user avatar

Frank B

Series 63

Abilene, TX

Endeavor Advisors, LLC

Frank Bell is a financial advisor at Endeavor Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and previously worked for 18 years at Compass Financial Strategies, Inc. Outside of his advisory work, he is an investor in Screening 4 Life and serves as a director and manager of Duke Leasing. Endeavor Advisors, LLC provides comprehensive wealth management and investment advisory services to select families, businesses, and institutions, using an allocation-driven, buy-and-hold approach primarily with ETFs, no-load mutual funds, and separately managed accounts. The firm manages approximately $177 million across about 129 clients and offers services including discretionary portfolio management, financial planning, multi-family office reporting, and held-away participant management.

Options & derivatives strategies Active portfolio management
user avatar

Federico G

CFP®

The Woodlands, TX

Endeavor Advisors, LLC

Federico Garza is a CFP® professional at Endeavor Advisors, LLC with two years of industry experience. Prior to joining Endeavor Advisors, he worked for 16 years at Northern Trust. Endeavor Advisors, LLC provides comprehensive wealth management and investment advisory services to select families, businesses, and institutions. The firm employs an allocation-driven, buy-and-hold investment approach using primarily ETFs, no-load mutual funds, and separately managed accounts.

Options & derivatives strategies Active portfolio management
user avatar

Cody W

Series 65

The Woodlands, TX

Endeavor Advisors, LLC

Cody Wainscott is a financial advisor at Endeavor Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Stenger Family Office, Haynie & Company, LLP, and RSM US, LLP. Endeavor Advisors, LLC provides comprehensive wealth management and investment advisory services to select families, businesses, and institutions. The firm follows an allocation-driven, buy-and-hold investment approach primarily using ETFs, no-load mutual funds, and separately managed accounts.

Options & derivatives strategies Active portfolio management
user avatar

Deborah B

ChFC®, Series 63

Abilene, TX

Endeavor Advisors, LLC

Deborah Bell is a ChFC® and Series 63 licensed financial advisor with 32 years of industry experience. She currently works at Endeavor Advisors, LLC and previously spent several years at Compass Financial Strategies. Bell is also a licensed insurance agent in Texas. Endeavor Advisors, LLC provides wealth management and investment advisory services to select families, businesses, and institutions, focusing on an allocation-driven, buy-and-hold approach primarily using ETFs, no-load mutual funds, and separately managed accounts.

Options & derivatives strategies Active portfolio management
user avatar

Jacob L

CFP®, ChFC®, Series 63, Series 65

The Woodlands, TX

Endeavor Advisors, LLC

Jacob Lewis is a financial advisor at Endeavor Advisors, LLC with seven years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northern Trust for 17 years and MAI Capital Management for one year. Outside of his advisory role, he manages Cutbow LLC, which holds a Colorado vacation home. Endeavor Advisors, LLC provides wealth management and investment advisory services to families, businesses, and institutions, focusing on an allocation-driven, buy-and-hold approach using ETFs, no-load mutual funds, and separately managed accounts. The firm manages approximately $177 million across about 129 clients and offers services including discretionary portfolio management, financial planning, and multi-family office reporting.

Options & derivatives strategies Active portfolio management
user avatar

Richard L

Series 65

The Woodlands, TX

Endeavor Advisors, LLC

Richard La Font is a financial advisor at Endeavor Advisors, LLC with a Series 65 designation and experience working at Northern Trust Company and Sentinel Trust Company LBA. He began his career at Chiara LaFont & Peden, PLLC, where he worked for ten years. La Font has been with Endeavor Advisors since 2025. Endeavor Advisors, LLC provides comprehensive wealth management and investment advisory services to select families, businesses, and institutions. The firm employs an allocation-driven, buy-and-hold investment approach primarily using ETFs, no-load mutual funds, and separately managed accounts, serving both high-net-worth and individual clients.

Options & derivatives strategies Active portfolio management
user avatar

Jared B

CFP®, Series 63

The Woodlands, TX

Endeavor Advisors, LLC

Jared Brennen is a CFP® and holds a Series 63 license with two years of industry experience. He is currently an advisor at Endeavor Advisors, LLC and previously worked at Northern Trust for nine years. Endeavor Advisors, LLC provides wealth management and investment advisory services to families, businesses, and institutions, employing an allocation-driven, buy-and-hold investment approach using ETFs, no-load mutual funds, and separately managed accounts. The firm manages approximately $177 million across about 129 clients and offers comprehensive financial planning, discretionary portfolio management, and multi-family office reporting.

Options & derivatives strategies Active portfolio management
user avatar

Philip A

Series 63, Series 65

The Woodlands, TX

Endeavor Advisors, LLC

Philip Armes is a financial advisor at Endeavor Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northern Trust Bank, Northern Trust Securities, J.P. Morgan Chase Bank NA, and J.P. Morgan Securities. Outside of his advisory work, he is connected to Sydney Armes Photography, a home-based photography business owned by his spouse. Endeavor Advisors, LLC provides wealth management and investment advisory services to select families, businesses, and institutions. The firm employs an allocation-driven, buy-and-hold investment approach primarily using ETFs, no-load mutual funds, and separately managed accounts, and manages approximately $177 million across about 129 clients.

Options & derivatives strategies Active portfolio management
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