ENDEAVOR ADVISORS, LLC
Adviser information for ENDEAVOR ADVISORS, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 292 | $106.1M |
| Non-Discretionary | 0 | $0 |
| Total | 292 | $106.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 137 | $24.3M |
| HNW Individuals | 24 | $76.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $5.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129656 |
|---|---|
| SEC ERA File Number | 801-129656 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324925 |
| Legal Entity Identifier | None |
Principal Office
2001 TIMBERLOCH PLACESUITE 500
THE WOODLANDS
TX
United States
BY APPOINTMENT ONLY, 8:00 AM - 5:00 PM
Tel: 281-326-9902, Fax: None
Websites
Chief Compliance Officer
J. COLTER LEWIS
FOUNDER
2001 TIMBERLOCH PLACE
SUITE 500
THE WOODLANDS
TX
United States
Tel:
281-326-9902
C*****@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEWIS, JACOB, COLTER | Individual | – | CEO/CCO | 01/2023 | > 75% |
| Garza, Federico | Individual | – | EQUITY PARTNER | 03/2023 | 5-10% |