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ENDEAVOR ADVISORS, LLC

THE WOODLANDS, TX · CRD 324925 · IAPD ↗ · endeavor-advisors.com · 281-326-9902

$559.5MRegulatory AUM
8Advisory reps
10Employees
20Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ENDEAVOR ADVISORS, LLC now reports custody of client assets ($64.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — ENDEAVOR ADVISORS, LLC crossed $500M in regulatory AUM ($176.9M -> $559.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — ENDEAVOR ADVISORS, LLC grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2025 — ENDEAVOR ADVISORS, LLC reported RAUM up 67% ($106.1M -> $176.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — ENDEAVOR ADVISORS, LLC (THE WOODLANDS, TX) is newly SEC-registered with $106.1M RAUM and 2 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.