Endeavor Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, family office services, insurance, philanthropic planning, and retirement plan services. Financial planning was provided to 26–50 clients last fiscal year.
Endeavor Advisors reports 175 clients. They include 90 individual clients and 85 high-net-worth individuals. Of its assets, 100.0% ($560M across 447 accounts) are managed with discretion. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 4% |
| High-net-worth individuals | 49% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $20.3M | 3.6% | $225K |
| High-net-worth individuals | 85 | $539M | 96.4% | $6.34M |
| Total | 175 | $560M | 100% | $3.2M |
- Clients
- 90
- Regulatory AUM
- $20.3M
- AUM share
- 3.6%
- Avg. per client
- $225K
- Clients
- 85
- Regulatory AUM
- $539M
- AUM share
- 96.4%
- Avg. per client
- $6.34M
Total
- Clients
- 175
- Regulatory AUM
- $560M
- AUM share
- 100%
- Avg. per client
- $3.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Endeavor Advisors charges 0.30%–1.50% a year for its Family Office and Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- Fixed project-based fee up to $50,000, or an hourly rate up to $350 per hour, negotiable.
Jacob Lewis owns 75% or more of Endeavor Advisors. The leadership team of Endeavor Advisors includes President Jared Brennen. It has 10 employees, 8 of them in advisory roles.
Staff
- 10 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 insurance agent
- Owns 75% or more of Endeavor Advisors, LLC
Jacob Lewis
Control person · since January 2023
- Owns 10% to 25% of Endeavor Advisors, LLC
Jared Brennen
since March 2025
- Owns 10% to 25% of Endeavor Advisors, LLC
Philip Armes
since March 2025
- Owns 5% to 10% of Endeavor Advisors, LLC
Federico Garza
since March 2023
Endeavor Advisors’ regulatory assets grew 5.3× from $106M (March 2024) to $560M (April 2026); clients rose from 161 to 175 and employees from 3 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $560M | 175 | 10 | 2 |
| Mar 2025March 2025 | $177M | 129 | 3 | 2 |
| Mar 2024March 2024 | $106M | 161 | 3 | 2 |
Besides its headquarters, Endeavor Advisors has 1 office, with 2 listed addresses in 1 state.
Texas · 2 listed addresses
- 2001 Timberloch Place, Suite 500, The WoodlandsHQ
- 406 Lone Star DR, Abilene
Contact and registration details
- Legal name
- Endeavor Advisors, LLC
- Headquarters
- 2001 Timberloch Place, Suite 500, The Woodlands, TX 77380
- Website
- endeavor-advisors.com
- Phone
- 281-326-9902
- @endeavoradvisors
- SEC file
- 801-129656
- Founded
- 2023
- Structure
- Texas LLC
- Fiscal year end
- December
Endeavor Advisors’ named custodian for separately managed accounts is Charles Schwab ($558M). Endeavor Advisors has custody of $64.9M for 15 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $558M100%
At year end, Endeavor Advisors’ separately managed accounts were mostly in funds (60%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds60%
- Registered funds56%
- Pooled vehicles4%
- Bonds14%
- State and local bonds12%
- U.S. government and agency bonds2%
- Cash10%
- Other1%
- Derivatives1%
How many clients does Endeavor Advisors have?
Endeavor Advisors has 175 clients and manages $560 million for them, as of April 2026. They include 90 individual clients and 85 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Endeavor Advisors offer?
Endeavor Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, family office services, insurance, philanthropic planning, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Endeavor Advisors charge?
Endeavor Advisors charges 0.30%–1.50% a year for its Family Office and Wealth Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Endeavor Advisors use?
Endeavor Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $558M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Endeavor Advisors have?
Endeavor Advisors has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Endeavor Advisors invest in?
At the end of its last fiscal year, Endeavor Advisors’ separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 12% state and local bonds, 10% cash and equivalents, 4% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Endeavor Advisors?
Endeavor Advisors’ direct owners are Jacob Lewis (75% or more), Federico Garza (5% to 10%), Jared Brennen (10% to 25%) and Philip Armes (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Endeavor Advisors get paid?
Endeavor Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Endeavor Advisors?
Endeavor Advisors’ main office is at 2001 Timberloch Place, Suite 500, The Woodlands, TX 77380. Its phone number is 281-326-9902. Its website is endeavor-advisors.com.