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AGDEAVOR INVESTMENTS

WORTHINGTON, OH · CRD 147340 · IAPD ↗ · agdeavorinvestments.com · (614) 516-0792

$24.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — AGDEAVOR INVESTMENTS (WORTHINGTON, OH) left the SEC roster (was $24.8M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
June 2025 — AGDEAVOR INVESTMENTS (WORTHINGTON, OH) is newly SEC-registered with $24.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.