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Managing Member, Chief Compliance Officer · Endeavor Wealth Advisors, LLC

Kara L. Downing

CRD 5320643 · Named on Form ADV at one SEC-registered adviser

At a glance

Endeavor Wealth Advisors, LLC, an SEC-registered wealth manager based in Pepper Pike, OH with $253 million in regulatory assets, lists Kara L. Downing on its Form ADV as Managing Member, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Kara’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Molly B. BalunekManaging Member, Chief Executive Officer, Endeavor Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.