Endress Capital Management, L.L.C.

Overview

Endress Capital Management, L.L.C. operates as an independent, Indiana-registered limited liability advisory firm with an individual owner. The firm serves both individual & family clients and institutional clients, and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify itself as an ESG-focused investor, is not described as a multi-state adviser, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices