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Agdeavor Investments, LLC

CRD 147340SEC# 801-132567Worthington, OH
Export (members)
No longer SEC-registered. Agdeavor Investments, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$24.8M
Employees
4
Accounts
159
Location
Worthington, OH

Agdeavor Investments, LLC assets under management

Agdeavor Investments, LLC is an SEC-registered investment adviser based in Worthington, OH. It reports $24.8 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Agdeavor Investments, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bolt Financial Group, Inc ControlMemberOver 75%2019
Shaun Thomas Carney ControlPresident & CcoUnder 5%2019
Shaun Thomas Carney ControlPresident/CcoOver 75%2017

Frequently asked questions

How much does Agdeavor Investments, LLC manage?

Agdeavor Investments, LLC reports $24.8 million in regulatory assets under management on its Form ADV.

How many employees does Agdeavor Investments, LLC have?

Agdeavor Investments, LLC reports 4 employees.

Where is Agdeavor Investments, LLC located?

Agdeavor Investments, LLC is based in Worthington, OH.

Does Agdeavor Investments, LLC disclose fund performance?

Agdeavor Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5701 North High Street, Suite 100, Worthington, OH 43085
Office hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$24.8M
Non-discretionary$0
Total (RAUM)$24.8M