Endeavor Advisors, LLC logo

Endeavor Advisors, LLC

Updated today

Client AUM

$559,523,188

Clients

175

Advisors

10

across 2 offices

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

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Standalone financial planning fixed fees up to $50,000.

Percentage

0.30% to 1.50% annually (range based on factors including scope, asset level, and relationship complexity)

Project-based

Hourly financial planning fees up to $350 per hour.

Other

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 office

4400 Post Oak Parkway, Suite 2580

Houston TX 77027

Advisors at this office

7

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

Benjamin F

Series 65

Houston, TX

Endeavor Advisors, LLC

Benjamin Fedorko is a financial advisor at Endeavor Advisors, LLC with a Series 65 designation and two years of industry experience. His prior experience includes roles at TRB Wealth Management, The Northern Trust Company, and Gray, Reed & McGraw LLP. Endeavor Advisors 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, focusing on long-term strategies that combine fundamental and technical analysis.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
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 has worked at firms including Compass Financial Strategies, Inc., Next Financial Group, Inc., and Osaic FS, Inc. Since 2015, he has been an investor in Screening 4 Life and serves as a director and manager of Duke Leasing. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office, and wealth management services. The firm employs long-term investment strategies using a mix of individual stocks, ETFs, mutual funds, independent managers, and bonds.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Federico G

CFP®

Houston, TX

Endeavor Advisors, LLC

Federico Garza IV is a CFP® professional with three years of industry experience, currently with Endeavor Advisors, LLC. He previously worked at Northern Trust for sixteen years. Endeavor Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm uses long-term strategies involving individual stocks, ETFs, mutual funds, independent managers, and bonds, combining fundamental and technical analysis in portfolio construction and monitoring.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Cody W

Series 65

Houston, TX

Endeavor Advisors, LLC

Cody Wainscott is a financial advisor at Endeavor Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Stenger Family Office, Haynie & Company, LLP, and RSM US, LLP. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and financial planning. The firm employs primarily long-term investment strategies using a mix of individual securities, independent managers, and bonds, and operates a family office–style service model with a focus on continuous client contact.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Ryan L

Series 65

Abilene, TX

Endeavor Advisors, LLC

Ryan Lewis is a financial advisor at Endeavor Advisors, LLC in Abilene, Texas, holding a Series 65 designation. He has one year of experience in financial advising, having previously worked at JLL and with seven years at Hoar Construction. Outside of his advisory role, he has been involved with Western Edge Property Ventures since 2024. Endeavor Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office services, and financial planning. The firm focuses on long-term strategies using a mix of individual stocks, ETFs, mutual funds, independent managers, and bonds, and offers a family office–style service model with access to third-party options management.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Deborah B

ChFC®, Series 63

Abilene, TX

Endeavor Advisors, LLC

Deborah Bell is a ChFC® credentialed financial advisor with 33 years of industry experience. She is currently with Endeavor Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Compass Financial Strategies, Frontier Financial Partners, Next Financial Group, and Osaic FS. She is also a licensed insurance agent in Texas. Endeavor Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs long-term investment strategies incorporating stocks, ETFs, mutual funds, independent managers, and bonds, and offers family office–style services with discretionary management and standalone financial planning.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jacob L

CFP®, ChFC®, Series 63, Series 65

Houston, TX

Endeavor Advisors, LLC

Jacob Lewis is a financial advisor at Endeavor Advisors, LLC in Houston, TX, with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at Northern Trust for 17 years prior to joining Endeavor Advisors. Endeavor Advisors 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. The firm uses long-term investment strategies combining fundamental and technical analysis and offers a family office–style service model.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Richard L

Series 65

Houston, TX

Endeavor Advisors, LLC

Richard La Font is a financial advisor at Endeavor Advisors, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Northern Trust Company for three years, Sentinel Trust Company LBA for four years, and Chiara LaFont & Peden, PLLC for ten years. Endeavor Advisors 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. The firm employs primarily long-term strategies using a combination of individual stocks, ETFs, mutual funds, independent managers, and bonds, integrating fundamental and technical analysis in portfolio construction and monitoring.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jared B

CFP®, Series 63

Houston, TX

Endeavor Advisors, LLC

Jared Brennen is a CFP® and holds a Series 63 license, with three years of experience in the financial advisory industry. He currently works at Endeavor Advisors, LLC and previously spent nine years at Northern Trust and one year at Amegy Investments, Inc. Jared is based in Houston, TX. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office services, and standalone financial planning. The firm employs primarily long-term strategies using a blend of securities and combines fundamental and technical analysis, offering a family office–style service model and access to third-party options management.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Philip A

Series 63, Series 65

Houston, TX

Endeavor Advisors, LLC

Philip Armes is a financial advisor at Endeavor Advisors, LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. for eight years, and at J.P. Morgan entities for three years. Outside of his advisory role, he is associated with Sydney Armes Photography, a home-based photography business owned by his spouse. Endeavor Advisors 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. The firm emphasizes long-term strategies, combining fundamental and technical analysis, and provides a family office–style service model with access to third-party options management and securities-based lending arrangements.

Options & derivatives strategies Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this firm
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