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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2015
- Office Locations
- 1
Office Locations
About Ensure Capital LLC
Ensure Capital is an employee-owned, independent fiduciary RIA providing objective investment management and CIO-style oversight for individuals, families, corporations, trusts/estates, and retirement plans. Portfolios emphasize broad diversification, including alternative strategies such as MLPs, commodities, and real estate to manage volatility. Client assets are held at third-party custodians (often Schwab or National Advisors Trust) with no referral fees, and the firm invests alongside clients.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
JAMES M MCGEEHAN
Chief Compliance Officer, Managing Member
- CRD
- #5743682
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $783,795 | -- |
| Non-Discretionary | $0 | -- |
| Total | $783,795 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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