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Endeavor Advisors, LLC

Endeavor Advisors, LLC. CRD 324925

Endeavor Advisors, LLC logo

CRD: 324925

Endeavor Advisors, LLC

THE Woodlands, TX, 77380
2813269902
endeavor-advisors.com
$559.5M Total AUM
$559.5M Disc. AUM
-- 3Y CAGR
10 Employees
195 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Ridge
Established Date
02-09-2023
Office Locations
5

Office Locations

2001 Timberloch Place Suite 500 THE Woodlands TX
406 Lone Star DR Abilene TX
-- -- AZ

About Endeavor Advisors, LLC

Endeavor Advisors is a Texas-based registered investment adviser providing bespoke wealth management for successful families, pairing investment management with planning support including tax and retirement planning and insurance guidance. Portfolios emphasize diversified asset allocation using public funds, ETFs, and U.S. government/agency securities. Custodied with Charles Schwab and supported by frequent market insights.

Team overview

51 AVG AGE
$69.9M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
1.9 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Foundation

Client Personas

Prime

Custodian

Radial matrix Wave

Investment Themes

Unison

Investment Vehicles

Optima radial

Services

Oak matrix Vertex Value Matrix optima

Technology

Oak crest

Owner & Executives

JACOB COLTER LEWIS

JACOB COLTER LEWIS

Chief Compliance Officer, Chief Executive Officer

CRD
#2867212
Ownership
75% or more
(920) 241-3049
vector.horizon@harborcapital.com
in linkedin.com/in/signal-eagle
PHILIP MICHAEL ARMES

PHILIP MICHAEL ARMES

PARTNER

CRD
#6415389
Ownership
10% but less than 25%
(907) 750-4553
legacy.delta@matrixcapital.com
in linkedin.com/in/peak-quantum
N

North beacon

Unison horizon insight

CRD
#93173
Ownership
5.3%
(638) 690-3139
north.matrix@elementcapital.com
in linkedin.com/in/fusion-vector

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Contacts

DEBORAH HUGHES BELL

DEBORAH HUGHES BELL

Client Advisor

CRD
#2138474
(440) 603-3919
horizon.matrix@foundationcapital.com
in linkedin.com/in/prime-foundation
FRANK LEROY BELL

FRANK LEROY BELL

Of Counsel

CRD
#17351
(854) 817-7515
pioneer.ember@primecapital.com
in linkedin.com/in/peak-atlas
V

Vector radial

Atlas wave ember

CRD
#80579
(873) 564-6957
crest.meridian@vitalcapital.com
in linkedin.com/in/value-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-13-2024
10-15-2025
04-30-2026
Category Assets AVG. Account size
Discretionary $559,523,188 $1,251,730
Non-Discretionary $0 --
Total $559,523,188 $1,251,730

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Separately Managed Accounts

Total SMA Asset: $559,523,188

$559.5M Total SMA
Public Funds:
17.0%
Equity - Exchange:
12.8%
Municipal Bonds:
5.0%
Cash:
23.3%
Private Funds:
22.7%
U.S. Government/Agency:
13.2%
Derivatives:
6.0%
Asset class Assets Assets %
Public Funds $1,488,773,936 17.0%
Equity - Exchange $1,120,959,199 12.8%
Municipal Bonds $437,874,687 5.0%
Cash $2,040,496,042 23.3%
Private Funds $1,987,951,080 22.7%
U.S. Government/Agency $1,155,989,174 13.2%
Derivatives $525,449,626 6.0%
Total $8,757,493,744 100.0%

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