Capital Endurance Group, Inc
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 284793
- Registered since
- July 12, 2021
- Website
- cegwm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.14%
- Individuals38.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Endurance Group, Inc. is an independent registered investment adviser formed as a corporation and SEC-registered in 2021. The firm is individually owned and concentrates on serving individuals and families, offering financial planning and discretionary portfolio management for individual clients and small businesses. Its typical fee arrangements combine a percentage of assets under management with fixed fees. The firm does not self-identify as an active ESG investor and does not serve as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities5%
- US Government Bonds5%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
2 of 2
Patrick Dailey
Wealth AdvisorCRD 4298837
Paul Delaney
Wealth AdvisorCRD 4554283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 5755 N Point Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Georgia Advisory Group LLC
RIAAlpharetta, GA
Blueprint Private Wealth Management LLC
RIAAlpharetta, GA
The Advisory Firm
RIAAlpharetta, GA
Fsam LLC
RIAAlpharetta, GA
Circa Capital, LLC
RIAAlpharetta, GA
Overlay Management, LLC
RIAAlpharetta, GA