{"url":"https://nivawealth.com/firms/endure-capital-338391","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338391","regulatoryAum":106891304,"crd":"338391","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7330129","suffix":null,"lastName":"GUILLEN SALAS","firstName":"ALBERTO","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134351","legalName":"Endure Capital, LLC","displayName":"Endure Capital","slug":"endure-capital-338391","website":"https://endure-capital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"23792 Rockfield BLVD., Suite101","city":"Lake 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Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033978","versionId":1033978,"ratePeriod":"not_stated","fee_billing":"arrears","submittedOn":"2026-03-30","documentName":"ENDURE CAPITAL, LLC ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":null,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:09:14.123535+00:00","documents":[{"name":"ENDURE CAPITAL, LLC ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033978","versionId":1033978,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":86614905},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":18725974}],"custodyNote":"Endure Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Alberto Guillen Salas","title":"Chief Executive Officer, Chief Compliance Officer","crd":"7330129"}],"ownership":[{"label":"Berilium","detail":"Owner in the 75% or more ownership band, since August 2025."},{"label":"Alberto Guillen Salas","detail":"Indirect owner: a president, ceo, chief compliance officer of Berilium in the 75% or more band and a control person, since August 2024.","parent":"Berilium"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"23792 Rockfield BLVD., Suite101","city":"Lake Forest","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"949-341-4800","stateRegisteredReps":1,"otherAdviserReps":1,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":53},{"label":"U.S. government/agency bonds","percent":7},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":10},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":26}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338391/PDF/338391.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033978","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Endure Capital have?","answer":"Endure Capital has 75 clients and manages $107 million for them, as of March 2026. They include 53 individual clients and 22 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Endure Capital offer?","answer":"Endure Capital provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Endure Capital charge?","answer":"Endure Capital charges 0.50%–1.25% for its Investment Advisory Service Fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and requires an account of at least $1,000,000.","source":"ENDURE CAPITAL, LLC ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Endure Capital use?","answer":"Endure Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $86.6M and Charles Schwab & Co., Inc. (Westlake, TX), with $18.7M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Endure Capital have?","answer":"Endure Capital has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Endure Capital invest in?","answer":"At the end of its last fiscal year, Endure Capital’s separately managed accounts held 53% exchange-traded equities, 26% cash and equivalents, 10% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 2% pooled vehicles (private funds and similar), 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Endure Capital have a minimum investment?","answer":"Yes, Endure Capital’s minimum account size for its Investment Advisory Service Fees is $1M.","source":"ENDURE CAPITAL, LLC ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Endure Capital?","answer":"Endure Capital is owned through a holding company by Alberto Guillen Salas. Its direct owner is Berilium (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Endure Capital get paid?","answer":"Endure Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Endure Capital?","answer":"Endure Capital’s main office is at 23792 Rockfield BLVD., Suite101, Lake Forest, CA 92630. Its phone number is 949-341-4800. Its website is endure-capital.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}