Endure Retirement Llc
- Regulatory AUM
- $45.1M
- Discretionary
- $0
- Clients
- 27
- Avg AUM / client
- $1.7M
- Accounts
- 34
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $3.9M | 8.67% |
| High net worth individuals | 3 | $3.6M | 8.01% |
| Pension and profit sharing plans | 5 | $37.5M | 83.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bill Miller Bar B Q Enterprises, Llc 401(k) Profit Sharing Plan Bill Miller Bar B Q Enterprises, Llc | 2024 | |
| Thrive Mortgage 401(k) Plan Thrive Mortgage, Llc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Loretta Nasis Heffron | Registered representative | Sep 2018 (8y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bill Miller Bar B Q Enterprises, Llc 401(k) Profit Sharing Plan | Bill Miller Bar B Q Enterprises, Llc | 1,909 | $23.7M | 01/01/2024 |
| Thrive Mortgage 401(k) Plan | Thrive Mortgage, Llc | 0 | $0 | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.01 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
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- John Hancock Retirement Services $25.1M (56% of AUM) Mar 2026
- Adp Broker Dealer, Inc. $4.9M (11% of AUM) Mar 2026
- Capital Group $4.5M (10% of AUM) Mar 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗