# Endurance Investment Strategies, Inc.

> Endurance Investment Strategies, Inc. is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 269867
- Filed as: ENDURANCE INVESTMENT STRATEGIES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/269867
- AdvisorCensus page: https://advisorcensus.com/firm/endurance-investment-strategies-inc-269867

## Quick answers

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

**Is Endurance Investment Strategies, Inc. registered with the SEC or a state?**
Endurance Investment Strategies, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 269867.

**How much does Endurance Investment Strategies, Inc. manage?**
Endurance Investment Strategies, Inc. reports $25,000,000 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (80% discretionary).

**What types of clients does Endurance Investment Strategies, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (10).

**Does Endurance Investment Strategies, Inc. 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/269867

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $25,000,000
- Discretionary: $20,000,000
- Non-discretionary: $5,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $13,000,000 |
| High net worth individuals | 10 | $12,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [endurance-investments.com](https://endurance-investments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Endurance Investment Strategies, Inc. (CRD 269867): Form ADV filing data as of October 2026.