# Endurance Financial Group

> Endurance Financial Group is a state-registered investment advisory firm in St. Paul, MN, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 310307
- Filed as: ENDURANCE FINANCIAL GROUP
- Legal name: Endurance Financial Group L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Paul, MN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310307
- AdvisorCensus page: https://advisorcensus.com/firm/endurance-financial-group-st-paul-mn-310307

## Quick answers

**How is Endurance Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Endurance Financial Group 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 Endurance Financial Group located?**
Endurance Financial Group's principal office is in St. Paul, MN, according to its Form ADV.

**Is Endurance Financial Group registered with the SEC or a state?**
Endurance Financial Group is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310307.

**How much does Endurance Financial Group manage?**
Endurance Financial Group reports $18,134,695 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Endurance Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (6).

**Does Endurance Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310307

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,134,695
- Discretionary: $18,134,695
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $3,233,864 |
| High net worth individuals | 6 | $14,649,202 |
| Other | Fewer than 5 | $251,629 |

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

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

### Websites listed on Form ADV (Item 1.I)
- blendedfamilyfinances.com
- blendedfamilyfinancial.com
- efg-planning.com
- LinkedIn @endurance-financial-group-l-l-c
- LinkedIn @brian-peterson-cfp®-mba-26448b3

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Endurance Financial Group (CRD 310307): Form ADV filing data as of October 2026.