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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 10-17-2016
- Office Locations
- 2
Office Locations
About Capital Endurance Group, INC
Capital Endurance Group is a boutique wealth management firm providing financial planning, retirement planning, and ongoing portfolio management. The team focuses on goals-based asset allocation across cash, stocks, and bonds, commonly implemented with mutual funds and ETFs, with tax, estate, and insurance planning support as needed. Works primarily with retail households, including entrepreneurs, and custody relationships include Schwab and Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK MAHER DAILEY
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #4298837
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PAUL MATTHEW DELANEY
Wealth Advisor
- CRD
- #4554283
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,822,905 | $372,681 |
| Non-Discretionary | $0 | -- |
| Total | $108,822,905 | $372,681 |
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Separately Managed Accounts
Total SMA Asset: $108,822,905
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,440,822,828 | 17.3% |
| Equity - Exchange | $841,174,021 | 10.1% |
| U.S. Government/Agency | $1,215,954,525 | 14.6% |
| Cash | $2,065,457,002 | 24.8% |
| Corporate - Investment Grade | $1,723,990,320 | 20.7% |
| Municipal Bonds | $1,041,056,957 | 12.5% |
| Total | $8,328,455,653 | 100.0% |