RIA Intel›Advisers›Indiana›ENDRESS CAPITAL MANAGEMENT, L.L.C.

ENDRESS CAPITAL MANAGEMENT, L.L.C.

Advisory

IN

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$192K

across 96 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients96

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

96 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

HUMAN CAPITAL, LLC

$19M

FEDDERN FINANCIAL CONSULTING GROUP, LLC

JEFFERSONVILLE, IN

$19M

MORRIS GROUP ADVISORY SERVICE, INC

INDIANAPOLIS, IN

$19M

BKM WEALTH MANAGEMENT GROUP LLC

$18M

$18M

EVIA INVESTMENT ADVISORS, LLC

$19M

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