AUMdb

Endure Capital, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 338391 · SEC file 801-134351 · Lake Forest, CA · endure-capital.com
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$107M
Discretionary
$107M
Clients
75
Avg AUM / client
$1.4M
Accounts
75
Employees
2

AUM over time

$105M $107M
Jan 14, 2026 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 53 $17.8M 16.6%
High net worth individuals 22 $89.1M 83.4%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Alberto Guillen Salas Registered representative CFA Nov 2025 (1y)

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)

FormPeriodSize
Form ADV (full filing) 03/30/2026 982 KB 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

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Reported custodians

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 30, 2026.

View current Form ADV (SEC/IAPD) ↗