DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
E••••••• A•••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Feb 8, 2024 · 7 filings
SEC status approved since Mar 21, 2024
RAUM
$560M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$560M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$56.0M
derived; firm RAUM over IAPD count
Employees
10
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$560M as of Apr 30, 2026
Mar 27, 2025$177M then
HNW client RAUM$539M as of Apr 30, 2026
Mar 27, 2025$144M then
State-registered IARs (5.B.3)8 as of Apr 30, 2026
Mar 27, 20252 then
Employees (5.A)10 as of Apr 30, 2026
Mar 27, 20253 then
Private funds: no history
RAUM +216% over the last fiscal yearIARs 2 to 8
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $56.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 18derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.3MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +216%derivedbetween the last two annual amendments
- Advisor growth, one year
- +300%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +36%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $64.9M, 15 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$539M96%
- Individuals$20.3M3.6%
- Individual clients
- 90reported
- HNW clients
- 85reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 447reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $64.9M for 15 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• C••••• L••••Certified Financial Planner, Chartered Financial Consultant | The Woodlands, Tx | Feb 9, 2023 | 29 y | 3 |
| F••••••• G••••Certified Financial Planner | The Woodlands, Tx | Apr 17, 2023 | 19 y | 0 |
| F•••• L•••• B••• | The Woodlands, Tx | Jun 1, 2023 | 34 y | 4 |
| D•••••• H••••• B•••Chartered Financial Consultant | Abilene, Tx | Jun 1, 2023 | 35 y | 4 |
| J•••• A••• B••••••Certified Financial Planner | The Woodlands, Tx | Mar 25, 2025 | 14 y | 1 |
| P••••• M•••••• A•••• | The Woodlands, Tx | Jun 3, 2025 | 11 y | 0 |
| C••• A•••• W•••••••• | The Woodlands, Tx | Aug 13, 2025 | 17 y | 1 |
| R•••••• A••• L••••• | The Woodlands, Tx | Sep 24, 2025 | 18 y | 0 |
| R••• C••••• L•••• | Abilene, Tx | Jun 15, 2026 | 12 y | 0 |
| B••••••• A••• F•••••• | The Woodlands, Tx | Sep 11, 2026 | 12 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- B••••••• A••• F•••••• from T•• W••••• M••••••••• L••Sep 11, 2026 · Other
- C••• A•••• W•••••••• from S•••••• F••••• O•••••• L••Aug 13, 2025 · RIA to RIA
- J•••• A••• B•••••• from A•••• I••••••••• I•••Mar 25, 2025 · Other
- D•••••• H••••• B••• from F••••••• F•••••••• P•••••••• L••Jun 1, 2023 · Other
- F•••• L•••• B••• from F••••••• F•••••••• P•••••••• L••Jun 1, 2023 · Other
- J•••• C••••• L•••• from U•• C•••••• A•••••••• L••Feb 9, 2023 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L••••• J••••• C••••• · Ceo/Ccocontrolsince 01/2023 · owns 75% or more
- G••••• F••••••• · Equity Partnersince 03/2023 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| The Woodlands, Tx · principal | 10 | 3 | 0 | ||
| Abilene, Tx | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Abilene, TX
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 30, 2026RAUM (Item 5.F) moved from $176,920,606 to $559,523,188 (+216.0%) between the annual amendments of 2025-03-27 and 2026-04-30; the peer median change was +16.0% (1385 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,385) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 371 to 447Oct 15, 2025 to Mar 30, 2026
- Advisory employees · 3 to 8Oct 15, 2025 to Mar 30, 2026
- HNW clients · 27 to 85Oct 15, 2025 to Mar 30, 2026
- Individual clients · 102 to 90Oct 15, 2025 to Mar 30, 2026
- Assets in custody · unset to 64855648.0Oct 15, 2025 to Mar 30, 2026
- Custody of client assets · false to trueOct 15, 2025 to Mar 30, 2026
- Employees · 3 to 10Oct 15, 2025 to Mar 30, 2026
- State-registered IARs · 2 to 8Oct 15, 2025 to Mar 30, 2026
- Discretionary RAUM · $177M to $560MOct 15, 2025 to Mar 30, 2026
- HNW RAUM · $144M to $539MOct 15, 2025 to Mar 30, 2026
- Individual RAUM · $23.4M to $20.3MOct 15, 2025 to Mar 30, 2026
- Pension RAUM · 9318125.0 to unsetOct 15, 2025 to Mar 30, 2026
- RAUM · $177M to $560MOct 15, 2025 to Mar 30, 2026
- Accounts · 292 to 371Mar 13, 2024 to Mar 27, 2025
- Advisory employees · 2 to 3Mar 13, 2024 to Mar 27, 2025
- HNW clients · 24 to 27Mar 13, 2024 to Mar 27, 2025
- Individual clients · 137 to 102Mar 13, 2024 to Mar 27, 2025
- Assets in custody · 619256.0 to unsetMar 13, 2024 to Mar 27, 2025
- Custody of client assets · true to falseMar 13, 2024 to Mar 27, 2025
- Financial planning clients · 26-50 to 26-50Mar 13, 2024 to Mar 27, 2025
- Discretionary RAUM · $106M to $177MMar 13, 2024 to Mar 27, 2025
- HNW RAUM · $76.0M to $144MMar 13, 2024 to Mar 27, 2025
- Individual RAUM · $24.3M to $23.4MMar 13, 2024 to Mar 27, 2025
- Pension RAUM · $5.8M to $9.3MMar 13, 2024 to Mar 27, 2025
- RAUM · $106M to $177MMar 13, 2024 to Mar 27, 2025
Signals
2 dated events
- E••••••• A•••••••• L•• reported RAUM $559.5M, up 216% from $176.9M (2025-10-15 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- E••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Feb 8, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 325-672-9230reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/endeavoradvisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- e•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 281-326-9902reportedpublic record, Form ADV, Apr 30, 2026
- Contact form
- e•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $56.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026