Endress Capital Management, L.L.C.

Overview

Endress Capital Management, L.L.C. is a small, independent registered investment adviser structured as an LLC that focuses on portfolio management and financial planning for individuals, families and small businesses. The firm runs discretionary equity-oriented portfolios, uses exchange-traded instruments heavily, and offers fee arrangements that include a percentage of AUM as well as hourly and fixed-fee engagements. Services also include educational seminars and workshops, indicating a client-facing practice that emphasizes investor education alongside ongoing portfolio stewardship. The adviser is not positioned as a capital allocator to external private fund managers and is not an active ESG investor. Its business model centers on direct portfolio management and financial planning rather than pension consulting or multi-state advisory complexity.

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