# Capital Endurance Group, Inc

> Capital Endurance Group, Inc is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 284793
- Filed as: CAPITAL ENDURANCE GROUP, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284793
- AdvisorCensus page: https://advisorcensus.com/firm/capital-endurance-group-inc-alpharetta-ga-284793

## Quick answers

**How is Capital Endurance Group, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Endurance Group, Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital Endurance Group, Inc located?**
Capital Endurance Group, Inc's principal office is in Alpharetta, GA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Capital Endurance Group, Inc registered with the SEC or a state?**
Capital Endurance Group, Inc is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 284793.

**How much does Capital Endurance Group, Inc manage?**
Capital Endurance Group, Inc reports $108,822,905 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have Capital Endurance Group, Inc's assets and staff changed since 2021?**
In the Form ADV data for Capital Endurance Group, Inc: Regulatory assets under management: $126,804,995 in the October 2021 data and $108,822,905 in the October 2026 data, down 14%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capital Endurance Group, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (24).

**Which custodians does Capital Endurance Group, Inc use?**
Capital Endurance Group, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Capital Endurance Group, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284793

**What changed in Capital Endurance Group, Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $84,492,813 to $108,822,905 (+29%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $108,822,905
- Discretionary: $108,822,905
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $42,284,507 |
| High net worth individuals | 24 | $66,538,398 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Cary, NC

### Websites listed on Form ADV (Item 1.I)
- [capitalendurancegroup.com](https://capitalendurancegroup.com)
- [cegwm.com](https://cegwm.com)
- [pauldelaney.com](https://pauldelaney.com)
- [plus.google.com/b/100375642905944344189](https://plus.google.com/b/100375642905944344189)
- Facebook @CAPITALENDURANCE
- Facebook @paul.delaney.927
- LinkedIn @CAPITALl-ENDURANCE-GROUP
- LinkedIn @patrick-dailey-415b492
- LinkedIn @pauldelaneycfa
- X @cap_endurance
- X @pauldelaneycfa
- YouTube @UC-oB1cXPYTQKZsHkAnQ5a-A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,804,995 | 5 | July 28, 2021 |
| October 2022 | $148,111,818 | 5 | April 22, 2022 |
| October 2023 | $114,232,702 | 4 | March 31, 2023 |
| October 2024 | $127,123,300 | 3 | April 1, 2024 |
| October 2025 | $84,492,813 | 3 | July 16, 2025 |
| October 2026 | $108,822,905 | 3 | June 30, 2026 |

Regulatory assets under management: $126,804,995 in the October 2021 data and $108,822,905 in the October 2026 data, down 14%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $84,492,813 to $108,822,905 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Endurance Group, Inc (CRD 284793): Form ADV filing data as of October 2026.