Capital Endurance Group, Inc logo

Capital Endurance Group, Inc

Updated today

Client assets under management

$108,822,905

Clients

65

37% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

33

Low

Average account size

$1,674,199

About

Capital Endurance Group provides discretionary portfolio management and stand‑alone limited financial planning to individual and high‑net‑worth clients. The firm’s services include comprehensive wealth management across ETFs, mutual funds, fixed income, and access to alternative investments, as well as 401(k) plan management and an automated platform for foundational estate‑document preparation.

The firm’s investment approach is grounded in Modern Portfolio Theory and typically implements ETF‑based, asset‑class allocations emphasizing low‑cost, low‑turnover securities, tax‑aware asset location, and the use of quantitative analytics for security selection and risk management. For suitable clients the firm may employ borrowing (margin), options and other derivatives, and recommend third‑party alternative investments (generally limited to about 10% of a portfolio) for accredited or qualified investors.

Distinctive features for a small supported firm include managing roughly $119 million for about 65 households while maintaining a $2.0 million stated minimum (subject to waiver) and employing advisors with CFP/CFA credentials. The brochure also discloses the firm’s use of client testimonials in advertising and explicitly notes that borrowing and derivatives may be used within separately managed accounts—practices that are uncommon among peers.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.55%

Project-based

Hourly rate of $350 used for pro-rata fee assessment upon early termination of financial planning services

Other

Account minimum: $2,000,000 Minimum fee: Minimum fee of $2,000 for stand-alone limited engagement financial planning services Fee-only: Fixed fees for stand-alone limited engagement financial planning services ranging from $2,000 to $10,000, with a minimum fee of $2,000

Main office location

Capital Endurance Group, Inc

5755 North Point Parkway, Suite 20

Alpharetta GA 30022, United States

Number of offices

2

Most active in

Georgia · North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Paul D

CFA®, Series 63

Cary, NC

Capital Endurance Group, Inc

Paul Delaney is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. He has worked at Capital Endurance Group, Inc since 2016 and previously spent seven years at Piedmont Investment Advisors. Outside of his advisory work, he owns and manages several rental properties in Ireland. Capital Endurance Group provides discretionary comprehensive wealth management and limited engagement financial planning primarily for individual and high net worth clients. The firm employs a Modern Portfolio Theory–based, asset-class allocation approach focusing on low-cost ETFs and mutual funds, with supplemental fixed income and alternative investments offered to accredited or qualified investors.

Private / alternative investments Options & derivatives strategies Concentrated stock management
user avatar

Patrick D

CFP®, Series 66

Alpharetta, GA

Capital Endurance Group, Inc

Patrick Dailey is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Capital Endurance Group, Inc. since 2016. He previously worked at Tailored Wealth Management and Capital Endurance Partners, LLC. Outside of his advisory role, he is a licensed Georgia real estate salesperson and occasionally uses his license for personal and family property transactions. Capital Endurance Group provides discretionary comprehensive wealth management and limited engagement financial planning primarily for individual and high net worth clients, implementing a Modern Portfolio Theory–based asset allocation approach that emphasizes low-cost ETFs and mutual funds, supplemented by fixed income and alternative investments when appropriate.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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