Ensure Capital LLC
RIASEC Registered
Total AUM
$784K
Discretionary
$784K
100% of AUM
Avg account
$196K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 158052
- Website
- ensureusa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ensure Capital LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm engages in various business activities, including the sale of financial products. While it does not classify itself as a capital allocator or an active ESG investor, it offers a range of advisory services tailored to its client base.
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 Funds75%
- Exchange Traded Equities15%
- State & Local Bonds10%
Contacts
1 of 1
James Mcgeehan
PresidentCRD 5743682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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