Capital Endurance Group

Wealth Management Firm in Cary, NC

Firm Info
Address: 5000 Centregreen Way, Fifth Floor, Cary, NC 27513, USA
Phone: (919) 228-6316

Firm Size
Assets Under Management: $148.1 million
# of Advisors: 4
# of Clients: 382
Client to Advisor Ratio: 96:1
Average Account Size: $387,727
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Capital Endurance Group, Inc Overview

Capital Endurance Group, Inc is a fee-based registered investment advisory firm that has been in business since 2021. Headquartered in Alpharetta, GA, the firm primarily provides investment advice for individuals and small businesses. The fee structure of the firm is based on the services provided. As an investment advisory firm, Capital Endurance Group, Inc only offers financial advice and doesn't sell any financial products. Their services include financial planning and portfolio management, where they work with their clients to create personalized investment strategies to achieve their goals. Their financial planning services help clients create customized budgets, identify financial goals, and assess their current financial situation. The goal of portfolio management services is to build a diversified investment portfolio for clients, helping to maximize returns while minimizing risks. Overall, Capital Endurance Group, Inc is a reliable choice for individuals and small businesses seeking personalized investment strategies based on their financial needs and goals.

CAPITAL ENDURANCE GROUP, INC is a reputable financial advisory firm that offers a wide range of services to diverse clients. The firm caters to individuals who seek assistance in managing their personal finances, including budgeting and investment planning. Capital Endurance Group, Inc also serves high net worth individuals who require more specialized services such as estate planning, philanthropic giving, and tax management. The company prides itself on delivering tailor-made solutions that meet the unique financial needs of each client. As for fee structures, Capital Endurance Group, Inc offers flexible options depending on the services rendered. The firm charges a percentage of Assets Under Management (AUM) for clients seeking investment management services. This fee structure is based on the amount of money the client has invested and is typically between 0.5% to 2% of AUM per year. For clients seeking financial planning services, Capital Endurance Group, Inc offers fixed fees that are dependent on the scope of work and the complexity of the client's individual financial situation. The firm believes in transparent fee structures that provide clients with a clear understanding of what they are paying for and what services they will receive in return. Overall, Capital Endurance Group, Inc strives to offer cost-effective services that help clients reach their financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of CAPITAL ENDURANCE GROUP, INC, there is no mention of an investment minimum for their services.

How This Office Can Help Cary, NC Residents

Capital Endurance Group provides comprehensive financial planning and investment management services to clients in Cary, NC. The firm works closely with clients to identify their unique financial goals and create a personalized plan to help them achieve those goals. This could include retirement planning, investment strategies, tax planning, and more. Cary, NC is a thriving community with a diverse population and a range of financial situations. Some residents may be facing challenges such as mounting debt, a lack of savings, or a need for greater financial literacy. Capital Endurance Group works to address these issues head-on, offering expert guidance and support to help individuals and families navigate the complexities of the financial landscape and build a secure financial future. Whether a client is just starting out on their financial journey or is already well on their way, Capital Endurance Group can provide the guidance and resources needed to achieve long-term success.


Services Offered by Capital Endurance Group, Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Capital Endurance Group, Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5000 Centregreen Way, Fifth Floor, Cary, NC 27513, USA
Phone (919) 228-6316
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 5755 NORTH POINT PARKWAY, SUITE 246, ALPHARETTA, GA 30022, United States

This firm has no other locations.

State Registrations

Capital Endurance Group, Inc is registered to service clients in the following states:

  • Georgia
  • North Carolina

Disciplinary History

Capital Endurance Group, Inc does not have any disclosures. Please visit it's Form ADV for more details.