CAPITAL ENDURANCE GROUP, INC
Adviser information for CAPITAL ENDURANCE GROUP, INC last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 332 | $114.2M |
| Non-Discretionary | 1 | $29,843 |
| Total | 333 | $114.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 54 | $24.7M |
| HNW Individuals | 41 | $89.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 45 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-121743 |
|---|---|
| SEC ERA File Number | 801-121743 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284793 |
| Legal Entity Identifier | None |
Principal Office
5755 NORTH POINT PARKWAYSUITE 246
ALPHARETTA
GA
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 470-375-6663, Fax: 678-951-0386
Websites
pauldelaney.com
www.capitalendurancegroup.com
www.linkedin.com/in/mattemerich
www.linkedin.com/company/capitall-endurance-group
www.facebook.com/capitalendurance/
plus.google.com/b/100375642905944344189
linkedin.com/in/pauldelaneycfa/
facebook.com/paul.delaney.927
twitter.com/pauldelaneycfa
twitter.com/cap_endurance
www.linkedin.com/in/patrick-dailey-415b492/
Chief Compliance Officer
PATRICK M. DAILEY
PRESIDENT
5755 NORTH POINT PARKWAY
SUITE 246
ALPHARETTA
GA
United States
Tel:
470-375-6663
Fax:
678-951-0386
P******@************************M
(Full email address available in API data)
Industry Affiliates
| CAPITAL ENDURANCE PARTNERS, LLC | Commodity pool operator or commodity trading advisor |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAILEY, PATRICK, MAHER | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 12/2011 | > 75% |