LAKE FOREST, CACRD 338391Latest ADV March 30, 2026
Endure Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Forest, CA. Its latest Form ADV filing, dated March 30, 2026, reports $107M in regulatory assets under management, 2 employees, and 75 accounts.
Assets Under Management
$107M
Employees
2
Offices
--
Total Clients
75
Primary office
LAKE FOREST, CA
23792 ROCKFIELD BLVD., SUITE101, LAKE FOREST, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
53
2
HNWI
29.3%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of March 30, 2026
Discretionary99.7%
$107M
100% of total RAUM99.7%
Non-discretionary0.3%
$303K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$107M
Total Accounts75
10Y AUM Change+$107M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* 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.