Endeavor Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed project-based fees for standalone financial planning services up to $50,000.
$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+:
Up to $350 per hour for standalone financial planning services.
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 office2001 Timberloch Place, Suite 500
The Woodlands TX 77380
Advisors at this office
8
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.
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Advisors at this firm
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