CAPITAL ENDURANCE GROUP, INC

Overview

Capital Endurance Group, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm’s regulatory registration dates to 2021. Its client focus is individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-assets-under-management and fixed fees. Per filings, the firm does not identify as an active ESG investor, is not classified as a capital allocator, and is not a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices