{"url":"https://nivawealth.com/firms/endeavor-advisors-324925","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/324925","regulatoryAum":559523188,"crd":"324925","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6415389","suffix":null,"lastName":"ARMES","firstName":"PHILIP","middleName":"MICHAEL"},{"crd":"2138474","suffix":null,"lastName":"BELL","firstName":"DEBORAH","middleName":"HUGHES"},{"crd":"17351","suffix":null,"lastName":"BELL","firstName":"FRANK","middleName":"LEROY"},{"crd":"5999092","suffix":null,"lastName":"BRENNEN","firstName":"JARED","middleName":"ADAM"},{"crd":"7963698","suffix":null,"lastName":"FEDORKO","firstName":"BENJAMIN","middleName":"ADAM"},{"crd":"7719383","suffix":"IV","lastName":"Garza","firstName":"Federico","middleName":null},{"crd":"8126151","suffix":null,"lastName":"LaFont","firstName":"Richard","middleName":"Alan"},{"crd":"2867212","suffix":null,"lastName":"LEWIS","firstName":"JACOB","middleName":"COLTER"},{"crd":"8287473","suffix":null,"lastName":"Lewis","firstName":"Ryan","middleName":"Colter"},{"crd":"8030597","suffix":null,"lastName":"Wainscott","firstName":"Cody","middleName":"Aaron"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-13","regulatoryAum":106062121,"clients":161,"employees":3,"offices":2},{"filedOn":"2025-03-27","regulatoryAum":176920606,"clients":129,"employees":3,"offices":2},{"filedOn":"2026-04-30","regulatoryAum":559523188,"clients":175,"employees":10,"offices":2}],"secFileNumber":"801-129656","legalName":"Endeavor Advisors, LLC","displayName":"Endeavor Advisors","slug":"endeavor-advisors-324925","website":"https://endeavor-advisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/324925/da3363782e94590a-r1.webp","tone":"dark","width":1093,"height":200,"sourceUrl":"https://endeavor-advisors.com/","sourceLabel":"Endeavor Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/endeavoradvisors/","founded":"2023","organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2001 Timberloch Place, Suite 500","city":"The Woodlands","state":"TX","stateName":"Texas","country":"United States","postalCode":"77380"},"tradeNames":[],"registration":{"secApproved":"21 March 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2A","fee_rate_low":0.3,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Standalone Financial Planning","summary":"Fixed project-based fee up to $50,000, or an hourly rate up to $350 per hour, negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060939","versionId":1060939,"submittedOn":"2026-10-13","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:25:10.01725+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060939","versionId":1060939,"submittedOn":"2026-10-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":558223062}],"custodyNote":"Endeavor Advisors has custody of $64.9M in client assets for 15 clients.","otherCustodians":[],"leadership":[{"name":"Jared Brennen","title":"Partner, President","crd":"5999092"},{"name":"Philip Armes","title":"Partner, Director of Business Advisory","crd":"6415389"},{"name":"Richard LaFont","title":"Partner, Director of Family Office Services","crd":"8126151"},{"name":"Jacob Lewis","title":"CEO/CCO","crd":"2867212"},{"name":"Federico Garza","title":"Equity Partner","crd":"7719383"}],"ownership":[{"label":"Jacob Lewis","detail":"Ceo/cco in the 75% or more ownership band and a control person, since January 2023."},{"label":"Federico Garza","detail":"Equity partner in the 5% to 10% ownership band, since March 2023."},{"label":"Jared Brennen","detail":"Partner, president in the 10% to 25% ownership band, since March 2025."},{"label":"Philip Armes","detail":"Partner, director of business advisory in the 10% to 25% ownership band, since March 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":2,"addresses":[{"street":"2001 Timberloch Place, Suite 500","city":"The Woodlands","headquarters":true},{"street":"406 Lone Star DR","city":"Abilene"}]}],"brochureServices":["education planning","family office services","insurance","philanthropic planning","retirement plan services"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"281-326-9902","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":17},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":12},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":56},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":4},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/324925/PDF/324925.pdf","brochureDate":"13 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060939","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Endeavor Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Endeavor Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Endeavor Advisors charge?","answer":"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.","source":"ADV PART 2A, filed 13 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Endeavor Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Endeavor Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Endeavor Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Endeavor Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Endeavor Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Endeavor Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}