$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
96 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation
- Established Date
- 09-16-2010
- Office Locations
- 1
Office Locations
-- Evansville IN
About Endress Capital Management, L.l.c.
Endress Capital Management is a fee-only, fiduciary RIA in Evansville, IN led by President Michael Endress. The firm delivers intensive financial planning and investment strategy for individuals, businesses, churches, and nonprofits, with portfolios that lean heavily on ETFs and investment-grade bonds. ECM does not sell commission products and emphasizes transparent fees and local community roots.
Team overview
38 AVG AGE
$18.4M AVG AUM / ADVISOR
$192.0K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Custodian
Matrix crest Optima Fusion
Investment Themes
Optima
Investment Vehicles
Vital momentum
Platform
Atlas frontier
Services
Wave Eagle horizon
Technology
Unison pathway
Owner & Executives
MICHAEL ROBERT ENDRESS
President
- CRD
- #5624377
- Ownership
- 75% or more
(561) 252-9128
element.oak@harborcapital.com
in linkedin.com/in/atlas-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,431,120 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,431,120 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,431,120
Equity - Exchange:
20.4% Corporate - Investment Grade:
15.3% Corporate - Non-Investment Grade:
19.5% Cash:
20.1% U.S. Government/Agency:
12.5% Municipal Bonds:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $692,670,306 | 20.4% |
| Corporate - Investment Grade | $519,502,730 | 15.3% |
| Corporate - Non-Investment Grade | $662,111,322 | 19.5% |
| Cash | $682,483,978 | 20.1% |
| U.S. Government/Agency | $424,430,335 | 12.5% |
| Municipal Bonds | $414,244,006 | 12.2% |
| Total | $3,395,442,677 | 100.0% |