Overview
Assets Under Management: $107 million
Headquarters: LAKE FOREST, CA
High-Net-Worth Clients: 22
Average Client Assets: $4.1 million
Frequently Asked Questions
ENDURE CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338391), ENDURE CAPITAL, LLC is subject to fiduciary duty under federal law.
ENDURE CAPITAL, LLC is headquartered in LAKE FOREST, CA.
ENDURE CAPITAL, LLC serves 22 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, ENDURE CAPITAL, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ENDURE CAPITAL, LLC manages $107 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, ENDURE CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.38%
Average Client Assets: $4.1 million
Total Client Accounts: 75
Discretionary Accounts: 72
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 338391
Filing ID: 2088109
Last Filing Date: 2026-03-30 20:11:12