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CAPITAL ENDURANCE GROUP, INC

B64
CRD 284793·SEC 801-121743·ALPHARETTA, GA
AUM
$108.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$326K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITAL ENDURANCE GROUP, INC
CRD
284793
SEC file #
801-121743
EIN
—
DBA names
—

Economics

AUM
$108.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$126.8M → $108.8M▼ -14%
Client mix
Individuals Other41
Individuals High Net Worth24

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
4 advisors → 2 advisors▼ -50%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
facebook.com/paul.delaney.927(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAILEY, PATRICK, MAHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DAILEY, PATRICK, MAHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:endurance.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4298837
Trust Company Affiliate
No

People (2)

2
DAILEY, PATRICK, MAHER
IAR · Direct Owner · 87.5%
4298837
PAUL MATTHEW DELANEY
IAR
4554283