AGDEAVOR INVESTMENTS, LLC
Legal name: AGDEAVOR INVESTMENTS
CRD #147340 SEC #801-132567 WORTHINGTON, OH (614) 516-0792
SEC Registered
Total AUM
$24.8M
Discretionary
$24.8M
Employees
4
Clients
26
Accounts
159
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARNEY, SHAUN, THOMAS | I | CCO | NA | Control |
| CARNEY, SHAUN, THOMAS | I | PRESIDENT & CCO | NA | Control |
| CARNEY, SHAUN, THOMAS | I | PRESIDENT & CCO | NA | Control |
| BOLT FINANCIAL GROUP, INC | DE | MEMBER | E | Control |
| BOLT FINANCIAL GROUP, INC | DE | MEMBER | E | Control |
| BOLT FINANCIAL GROUP, INC | DE | MEMBER | E | Control |
| HEARTLAND AGDEAVOR, INC. | DE | MEMBER | B |
Registrations
Federal
IA
Jul 15, 2025 REGISTERED
Notice Filings (1)
OH
Address
5701 NORTH HIGH STREETSUITE 100
WORTHINGTON, OH 43085
United States
Phone: (614) 516-0792