Endeavor Advisors, LLC

Endeavor Advisors serves individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, offering family office and wealth management alongside discretionary investment management and standalone financial planning. Its services include portfolio construction using individual equities, ETFs, mutual funds, bonds and access to unaffiliated managers, together with ongoing investment supervision and planning consultations.

The firm combines fundamental and technical analysis with a generally long‑term orientation while permitting shorter‑term trades for rebalancing or client liquidity needs. Endeavor frequently implements portfolios through independent managers and may introduce clients to a third‑party options manager whose strategies can include securities‑based lending arrangements; the firm conducts initial and ongoing oversight of those managers.

Founded in 2023, the eight‑adviser team manages approximately $559.5 million in discretionary assets and oversees an additional ~$102.9 million in assets under advisement, pairing family office services with delegated manager relationships. Endeavor operates on an institutional custody platform and discloses that it does not accept proxy‑voting responsibility, emphasizing documented fiduciary policies and supervisory controls for conflicts and personal trading.