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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Endurance Group Inc
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|---|---|
| CRD # | 284793 |
| SEC # | 801-121743 |
| CIK # | |
| AUM | $84.5 M (2025-07-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 470-375-6663 |
| Address | 5755 North Point Parkway Alpharetta, GA 30022 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 28.5 |
| (b) Individuals (high net worth individuals) | 31 | 56.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 290 | 84.5 |
| By Discretionary | ||
| Discretionary | 290 | 84.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 290 | 84.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 84.5 | |
| Total | 290 | 84.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lyon Capital Management LLC
✚
|
NY | 0.1 |
|
White Lighthouse Investment Management SARL
✚
|
0.1 | |
|
Sterling Asset Management Co Inc
✚
|
0.1 | |
|
Capital Design Private Wealth LLC
✚
|
NH | 0.1 |
|
Rubin Overseas Ltd
✚
|
0.1 | |
|
DMK Advisor Group Inc
✚
|
FL | 0.1 |
|
SHFP LLC
✚
|
0.1 | |
|
Walnut Investment Services LLC
✚
|
NY | 0.1 |
|
Luther Forest Wealth Advisors LLC
✚
|
NY | 0.1 |
|
LK Financial Planning LLC
✚
|
NY | 0.1 |