Capital Endurance Group, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated April 17, 2026, reports $109M in regulatory assets under management, 3 employees, 1 office, and 292 accounts.
Assets Under Management
$109M
Employees
3
Offices
1 office
Total Clients
65
Primary office
ALPHARETTA, GA
5755 NORTH POINT PARKWAY, SUITE 20, ALPHARETTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.1% of total clients.
Top client categories% of clientsClients
1
Individuals
63.1%
41
2
HNWI
36.9%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of April 17, 2026
Discretionary100.0%
$109M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$109M
Total Accounts292
10Y AUM Change$-18M (-14.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee22:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.