Agdeavor Investments, LLC
CRD 147340SEC# 801-132567Worthington, OH
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.
Agdeavor Investments, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bolt Financial Group, Inc Control | Member | Over 75% | 2019 |
| Shaun Thomas Carney Control | President & Cco | Under 5% | 2019 |
| Shaun Thomas Carney Control | President/Cco | Over 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
| Address | 5701 North High Street, Suite 100, Worthington, OH 43085 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$24.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$24.8Mregulatory AUM
Discretionary $24.8M