RIA Intel›Advisers›North Carolina›ENDURANCE FINANCIAL LLC

ENDURANCE FINANCIAL LLC

Advisory

CARY, NC

Data as of Mar 28, 2026 · Source: SEC Form ADV

Average account

$451K

across 77 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees5

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, LA, NC, TX

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

77 clients

13 high-net-worth

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

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

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