Endress Capital Management, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,855,377
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
94
3% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
94
Very HighAverage account size
$168,674
About
Endress Capital Management provides discretionary and non-discretionary financial planning and investment management to individuals, businesses, churches and non-profits. The firm manages client portfolios using diversified holdings such as exchange-traded funds and mutual funds while tailoring advice to client circumstances like age, risk tolerance and tax situation.
The firm generally advocates a passive investment style—indexing or buy-and-hold—while retaining the flexibility to recommend individual securities for certain clients; individual stock positions are typically limited so that no single holding represents more than about 5% of client assets. Investment recommendations are based on suitability questionnaires and conversations with clients, and the firm uses tools such as PortfolioVisualizer® and iRebal® to inform allocation and rebalancing decisions, combining fundamental and occasional contrarian analysis for stock selection.
Compared with many peers, Endress Capital’s client mix explicitly includes charitable organizations (churches and non-profits), and the firm also delivers educational resources beyond routine reporting, including a monthly subscription service run by the firm’s principal, quarterly newsletters and in-person reviews. The combination of a primarily passive framework with limited, analytically driven individual security selection and an explicit focus on nonprofit/charitable clients distinguishes its practice among similar independent advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
General retirement planning
Social Security optimization
Fee options
Flat fees may be charged on a case-by-case basis, negotiated per client contract
Negotiable percentage-based fee assessed quarterly (e.g., 1% annually equals 0.25% per quarter)
Hourly fees may be charged on a case-by-case basis, negotiated per client contract
Main office location
Endress Capital Management, L.L.C.
Evansville IN, United States
Number of offices
1
Most active in
Endress Capital Management, L.L.C. has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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