Firm Description Endeavor Wealth Advisors, LLC (referred to as “EWA,” or “the Firm”) is a Registered Investment Adviser (RIA), founded in May 2019, and located in Cleveland, Ohio. EWA is organized as a privately-owned Ohio limited liability company, and the founding partners are Kara Downing, CFP® and Molly Balunek, CFP®. Ownership Structure The Firm’s current ownership is as follows: Name of Internal Owner Title % Ownership Kara Downing Financial Planner & Founding Partner 50% Molly Balunek Financial Planner & Founding Partner 50% Types of Advisory Services A copy of EWA’s written Brochure as set forth on Part 2A of Form ADV is provided to each client prior to, or contemporaneously with, the execution of the Agreement. Any client who has not received a copy of the Firm’s written Brochure at least 48 hours before executing an Agreement has five (5) business days after executing the Agreement to terminate the Firm’s services without penalty. In performing its services, EWA is not required to verify any information received from the client or from the client’s other professionals and is expressly authorized to rely thereon. Moreover, each client is advised that it remains their responsibility to promptly notify the Firm if there is ever any change in their financial situation or investment objectives for the purpose of reviewing/evaluating/revising the Firm’s previous recommendations and/or services. Investment Advisory and Financial Planning Services EWA provides discretionary and non-discretionary investment advisory and financial planning services to individuals and their families, including high net worth individuals and trusts. Clients engage the Firm for its services by signing an investment management contract. Clients may sign contracts and other forms by utilizing systems/services on the internet by providing an “eSignature.” Signing our contract and/or forms using the pen and paper method is also offered. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, succession planning and estate planning. Investment decisions are made in accordance with a client’s individual client Investment Policy Statement, which outlines each client’s unique goals and objectives, their risk tolerance and risk capacity levels, and any restrictions or constraints they define for their investment portfolio. Upon request, the Firm will work with clients to accommodate specific restrictions on any of our investment strategies. However, in general, the Firm decides specific investments to be made and when they will be made in a client’s account. This arrangement is referred to as discretionary management. A range of services will usually be provided, and may include:
• An initial analysis and ongoing advice regarding the client’s investment portfolio and associated wealth management needs;
• Creation and implementation of a written investment policy statement and/or analysis and updating of an existing policy;
• Evaluation of the client’s investment portfolio and development of an asset allocation strategy that meets the investment guidelines; and
• Implementation of the investment policy and asset allocation strategy within the managed portfolio, including the placement of trade instructions with the client’s account custodian. EWA uses primarily long-term investing strategies and may also use short-term tactical trading. The Firm primarily focuses on securities (including stocks, bonds, mutual funds and ETFs traded on U.S. exchanges) and uses ADRs for foreign securities. The Firm does not act as custodian of cash and securities for client accounts. Unless a client directs otherwise, the Firm generally recommends that Charles Schwab and Co., Inc. serve as the broker-dealer/custodian for your investment management assets. Financial planning advice

includes, but is not limited to: cash flow planning, investment planning and research, gifting, estate and income tax planning, employee benefits planning, insurance planning, charitable gift planning, and any other matter which affects your finances. If a client is a “Financial Planning Only” client, prior to engaging EWA to provide planning or consulting services, clients are generally required to enter into a Financial Planning Agreement with the Firm setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to be provided, and the portion of the fee that is due from the client prior to commencing services. Retirement Plan Consulting Services EWA provides discretionary or non-discretionary retirement plan consulting and advisory services, or stand-alone retirement plan consulting services, excluding investment advisory services. The Firm will work with the Plan Sponsor to select the investment options provided to plan participants and to provide retirement plan consulting advice to educate the participants about planning topics including, but not limited to, cash flow planning, retirement planning, investment planning and research, income tax planning, employee benefits planning, and any other matter which affects the participation of employees in the plan. Non-Investment Consulting / Implementation Services To the extent requested by the client, EWA may provide consulting services regarding non- investment related matters, such as estate planning, tax planning, insurance, etc. Neither the Firm, nor any of its representatives, serves as an attorney, accountant, or licensed insurance agent, and no portion of its services should be construed as same. To the extent requested by a client, the Firm may recommend the services of other professionals for certain non-investment implementation purposes (i.e. attorneys, accountants, insurance, etc.). The client is under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation made by the Firm. If the client engages any such recommended professional, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional. It remains the client’s responsibility to promptly notify EWA if there is ever any change in their financial situation or investment objectives for the purpose of reviewing/evaluating/revising previous recommendations and/or services. Service Limitations EWA provides investment advisory services specific to the needs of each client. Prior to providing investment advisory services, an investment adviser representative will ascertain each client’s investment objective(s). Thereafter, investment decisions are made in accordance with a client’s written Investment Policy Statement (IPS), which outlines their unique goals and objectives, their risk tolerance and capacity levels, time horizon, and any other restrictions or constraints defined for their portfolio. The client may, at any time, impose reasonable restrictions, in writing, on EWA’s services. Clients may request that the Firm refrain from investing in particular securities or certain types of securities. Clients may impose reasonable restrictions or mandates on the management of their account (e.g., require that a portion of their assets be invested in socially responsible funds) if, in the Firm’s sole discretion, the conditions will not materially impact the performance of a portfolio strategy or prove overly burdensome to its management efforts. Nonparticipation in Wrap Fee Program EWA does not participate in a wrap fee program. Assets Under Management As of December 31, 2023, EWA has a total of $192,445,605 of client assets under management, $190,627,653 on a discretionary basis and $1,817,952 on a non-discretionary basis.