ENDURANCE FINANCIAL LLC

Overview

Endurance Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and manager selection. Its business model combines advisory services with insurance and other financial product distribution—Endurance acts as an insurance broker and offers other financial products alongside advisory work. Fee arrangements include both a percentage-of-AUM component and fixed fees. The firm indicates it operates as a capital allocator, sourcing third‑party managers and private placement opportunities for clients rather than relying solely on in‑house products. Endurance does not identify as an active ESG investor and appears focused on traditional wealth-management roles rather than pension consulting or multi‑state adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices