ENDURANCE FINANCIAL GROUP

Overview

Endurance Financial Group is a small, independent registered investment adviser operating as an LLC that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and manages client relationships directly rather than acting as a capital allocator to outside managers. Its filings indicate a clear preference for pooled public funds—mutual funds and similar vehicles—rather than direct single-stock strategies or broad proprietary products. Endurance is not positioned as an ESG-focused adviser and does not identify itself as a multi-state or pension consultant adviser; its model appears centered on hands-on, advice-driven wealth management for a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices