Fee-only adviser · Lake Forest, CA
Endure Capital, LLC
Endure Capital, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lake Forest, California. On its latest Form ADV, filed March 30, 2026, it reports $107M in regulatory assets under management, 75 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 338391 · SEC file 801-134351 |
| Office | 23792 Rockfield Blvd., SUITE101 Lake Forest, CA 92630 |
| Phone | (949) 341-4800 |
| Website | endure-capital.com |
| Regulatory assets under management | $107M ($107M discretionary) |
| Individual clients | 53 non-high-net-worth, 22 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lake Forest
- Prudent Investors $516M
- O'Neill Financial Management, Inc. $87M
- Berilium $4.5M
See all 4 fee-only advisers in Lake Forest →
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