Patrick Dailey has been President/Chief Compliance Officer of Capital Endurance Group since December 2011, is a control person of the firm and directly owns 75% or more of it. Patrick Dailey holds a Master's in Financial Planning from Georgia State University.
Capital Endurance Group, Inc is an Alpharetta, GA firm with $109M under management, 65 clients and 2 advisers across 2 offices, as of its June 2026 filing.
Patrick M. Dailey founded Capital Endurance Group in 2011 after serving as Senior Wealth Manager at Windham Brannon Financial Group. He leads the firm's investment process and strategic direction.
Patrick Dailey’s longest registration is the current one, 10 years at Capital Endurance Group since 2016. Before joining Capital Endurance Group in 2016, Patrick Dailey was registered through Tailored Wealth Management and Redwood Wealth Management, LLC.
- Capital Endurance Group, IncCurrent– present · 10 yearsAlpharetta, GA · Adviser representative · Firm CRD 284793
- Tailored Wealth Management– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 159640
- Redwood Wealth Management, LLC– · 2 yearsAlpharetta, GA · Adviser representative · Firm CRD 148284
- Windham Brannon Financial Group, LLC– · 6 yearsAtlanta, GA · Adviser representative · Firm CRD 111055
Professional designations
Listed by Capital Endurance Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Patrick Dailey is registered as an investment adviser representative in Georgia, since October 2016.
- GeorgiaSince 17 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 March 2001 |
| Series 7 | General Securities Representative Examination | 16 February 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick Maher Dailey
- CRD
- 4298837
- Firm
- Capital Endurance Group · CRD 284793
- Role
- President/Chief Compliance Officer
- Office
- 5755 NORTH POINT PARKWAY, SUITE 20, Alpharetta, GA 30022
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cegwm.com
Where does Patrick Dailey work?
Patrick Dailey has been President/Chief Compliance Officer of Capital Endurance Group, Inc since December 2011, and is a control person of the firm.
Is Patrick Dailey a financial advisor?
Yes. Patrick Dailey has a current investment-adviser registration in Georgia, through Capital Endurance Group since October 2016.
How many years of experience does Patrick Dailey have?
Patrick Dailey has 20 years in the financial industry, since March 2006, across 4 adviser firms.
What exams has Patrick Dailey passed?
Patrick Dailey has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2001.
Where did Patrick Dailey work before Capital Endurance Group?
Before Capital Endurance Group, Patrick Dailey was registered through Tailored Wealth Management, March 2015 to October 2016; Redwood Wealth Management, LLC, December 2011 to October 2014; Windham Brannon Financial Group, LLC, September 2005 to November 2011.
Where is Patrick Dailey based?
Patrick Dailey’s registered office is in Alpharetta, GA.
Is Patrick Dailey registered with FINRA?
No. Patrick Dailey has no current broker registration.
Is Patrick Dailey a CFP?
Capital Endurance Group lists Patrick Dailey with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Patrick Dailey’s record?
Search CRD 4298837 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Dailey’s full registration record.