Enduring Investments Llc
- Regulatory AUM
- $5.1M
- Discretionary
- $5.1M
- Clients
- 15
- Avg AUM / client
- $343K
- Accounts
- 23
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $792K | 15.4% |
| High net worth individuals | 5 | $2.7M | 52.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.6M | 31.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael James Ashton | Managing Member, Chief Compliance Officer | CFA | Apr 2009 (17y) | 75% or more |
| Strobl, Karl, Nmn | No Title Contributed More Than 5% Of Firm Capital | Jan 2015 (12y) | 10% – 25% | |
| Miller, Margo, Leslie | No Title Contributed More Than 5% Of Firm Capital | Jan 2016 (11y) | 5% – 10% | |
| Nash, John, Vincent | No Title Contributed More Than 5% Of Firm Capital | Jul 2016 (10y) | 10% – 25% | |
| Tzucker, Joan, Dee | Trustee Of John F And Joan Dee Tzucker Revocable Trust | Aug 2016 (10y) | 5% – 10% | |
| Tzucker, John, Frederick | Trustee Of John F And Joan Dee Tzucker Revocable Trust | Aug 2016 (10y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| John F And Joan Dee Tzucker Revocable Trust | No Title Contributed More Than 5% Of Firm Capital | Aug 2016 | A | 5% – 10% |
| Ivy Hollow Investments Llc | No Title Contributed More Than 5% Of Firm Capital | Jan 2016 | A | 5% – 10% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/09/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.1M (22% of AUM) Jan 2026
- Interactive Brokers $41.7K (1% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 09, 2026.
View current Form ADV (SEC/IAPD) ↗