ENDEAVOR ADVISORS, LLC
Firm details
- Headquarters
- THE WOODLANDS, Texas
- CRD number
- 324925
- Registered since
- March 21, 2024
- Website
- endeavor-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.38%
- Individuals3.62%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Endeavor Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm is classified as an independent RIA and is identified as a capital allocator that serves individual and family clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. The firm is not an active ESG investor and is not characterized as a multi-state adviser in the dataset.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities17%
- State & Local Bonds12%
- Cash & Cash Equivalents10%
- Private Funds4%
Contacts
3 of 8DEBORAH BELL
Client AdvisorCRD 2138474
FRANK BELL
Vice ChairmanCRD 17351
Cody Wainscott
Associate Wealth AdvisorCRD 8030597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
THE WOODLANDS, TX
MONTGOMERY
Location
THE WOODLANDS, TX
Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- MONTGOMERY
- Address
- 2001 Timberloch Pl
- Time zone
- CT (UTC-6)
- Office locations
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