DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

AGDEAVOR INVESTMENTS

AGDEAVOR INVESTMENTS, LLC, CRD 147340

WORTHINGTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68f878b4-0b64-d100-8e1f-1987244ae995

Data as of Jul 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 6
On other graphs: 0
Observed: May 3, 2025 to Jul 15, 2025
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $24.8MItem 5.F on the latest filing (2025-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $24.8M
Private client RAUM: $24.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 159
Individual clients: 62
High net worth clients: 7
SEC number: 801-132567
CRD: 147340
Filings on the tape: 2
First filed: May 3, 2025
Latest filed: Jul 15, 2025
Organised: Limited Liability Company, DE
Website: agdeavorinvestments.com

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	0	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BALANCE WEALTH	3	Mar 24, 2026	Oct 24, 2025	WORTHINGTON, OH	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BOLT FINANCIAL GROUP, INC	2	Mar 24, 2026	Jan 4, 2019	WORTHINGTON, OH	Team lift out	RIA to RIA	50.0%

Relationships

Registered with (3)

← LARRY EUGENE THOMPSONAdvisorregistration: previous registration
Jun 17, 2008 to Mar 24, 2026factForm ADV
← SHAUN THOMAS CARNEYAdvisorregistration: previous registration
Jan 4, 2019 to Mar 24, 2026factForm ADV
← David Lee MarlinAdvisorregistration: previous registration
Jan 4, 2019 to Mar 24, 2026factForm ADV

Moved with (2)

→ BALANCE WEALTHRegistered adviser3 advisors, firm absorbed, same day
Mar 24, 2026 to Oct 24, 2025factForm ADV
← BOLT FINANCIAL GROUP, INCRegistered adviser2 advisors, team lift out, same day
Mar 24, 2026 to Jan 4, 2019factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 24, 2026
Firm absorbed
Agdeavor Investments's advisors moved to Balance Wealth (Worthington, OH): 3 of 3 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Mar 24, 2026
Advisor changed firm
Shaun Thomas Carney left Agdeavor Investments for Balance Wealth (registered 2025-05-06)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2026
Advisor changed firm
David Lee Marlin left Agdeavor Investments for Balance Wealth (registered 2025-05-23)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2026
Team lift-out
2 advisors left Bolt Financial Group, Inc (Worthington, OH) for Agdeavor Investments on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Mar 24, 2026
Advisor changed firm
Larry Eugene Thompson left Agdeavor Investments for Balance Wealth (registered 2025-10-24)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Agdeavor Investments no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $24.8M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68f878b4-0b64-d100-8e1f-1987244ae995
First observed: May 3, 2025
Last observed: Jul 15, 2025 14 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AGDEAVOR INVESTMENTS

AGDEAVOR INVESTMENTS, LLC, CRD 147340

WORTHINGTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68f878b4-0b64-d100-8e1f-1987244ae995

Data as of Jul 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:38 PM UTC and rebuilt at most every 15 minutes.

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BALANCE WEALTH

Mar 24, 2026

Oct 24, 2025

WORTHINGTON, OH

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BOLT FINANCIAL GROUP, INC

Mar 24, 2026

Jan 4, 2019

WORTHINGTON, OH

Team lift out

RIA to RIA

50.0%