Endeavor Advisors, LLC logo

Endeavor Advisors, LLC

Updated today

Client AUM

$559,523,188

Clients

175

Advisors

10

across 2 offices

About

Endeavor Advisors, LLC is a registered investment adviser that provides discretionary investment management, family office and wealth management, financial planning, and consulting to individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm reports approximately $559.5 million in discretionary assets under management, oversees an additional $102.9 million in assets under advisement, and serves about 175 clients through a team of eight advisors.

The firm constructs primarily long-term portfolios using individual equities, ETFs, mutual funds, bonds and unaffiliated managers, applying both fundamental and technical analysis while retaining legacy positions when appropriate for tax or fit reasons; clients can place reasonable investment restrictions and the advisor conducts regular rebalancing and monitoring. Endeavor also implements portions of client portfolios through independent managers and may introduce third‑party options managers that use securities-based lending arrangements, performing initial and ongoing due diligence and oversight of those managers.

Noteworthy features include its family office service offering combined with standalone planning engagements billed either as project-based fixed fees (up to $50,000) or hourly (up to $350), and a stated minimum relationship size of $1,000,000 (waivable). The firm, founded in January 2023, maintains an institutional custodial relationship with Charles Schwab from which it receives certain economic benefits, discloses and monitors personal trading by supervised persons, and does not accept proxy‑voting responsibility for client accounts.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

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Fee options

Fixed

Fixed project-based fees for standalone financial planning services up to $50,000.

Percentage

$0 - / Not explicitly tiered but range provided: 0.30% to 1.50% annually based on factors including scope of services and assets / Not explicitly tiered+:

Project-based

Up to $350 per hour for standalone financial planning services.

Other

Account minimum: $1,000,000 (may be waived or reduced at Advisor’s sole discretion) Fee-only: Family office and wealth management fees range from 0.30% to 1.50% annually based on assets and complexity; fees are negotiable.

Main office

See office

2001 Timberloch Place, Suite 500

The Woodlands TX 77380

Advisors at this office

8

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

The Woodlands, TX

Endeavor Advisors, LLC

Benjamin Fedorko is a financial advisor at Endeavor Advisors, LLC with one year of industry experience. He holds a Series 65 license and previously worked at TRB Wealth Management, The Northern Trust Company, Gray, Reed & McGraw LLP, and Bracewell LLP. Endeavor Advisors, LLC provides discretionary investment management, family office and wealth management, financial planning, and consulting services to individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm manages approximately $559.5 million in discretionary assets and emphasizes long-term portfolio construction using a range of securities and independent managers.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth 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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth 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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
user avatar

Ryan L

Series 65

The Woodlands, TX

Endeavor Advisors, LLC

Ryan Lewis is a financial advisor at Endeavor Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Endeavor Advisors, he worked at JLL and has a background in construction and property ventures. He also attended Abilene Christian University. Endeavor Advisors, LLC is a registered investment adviser serving individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using a variety of securities and offers family office services alongside financial planning and consulting.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth 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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth 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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth 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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth 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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
user avatar

Philip A

Series 65, Series 63

The Woodlands, TX

Endeavor Advisors, LLC

Philip Armes is a financial advisor at Endeavor Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. He also worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. His spouse operates a home-based photography business, Sydney Armes Photography. Endeavor Advisors, LLC provides discretionary investment management, family office and wealth management, financial planning, and consulting services to individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm manages approximately $559.5 million in discretionary assets and uses a long-term portfolio approach incorporating equities, ETFs, mutual funds, bonds, and third-party managers.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
View complete list of advisors at this firm
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