Erenda Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,149,351
Clients
10
0% 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
10
LowAverage account size
$514,935
About
Erenda Capital Management is an independent, single-advisor investment firm that provides discretionary and non-discretionary portfolio management and financial planning for individuals, trusts, estates, and small business entities. The firm does not custody client assets and asks clients to maintain accounts at third‑party custodians while it manages investments on their behalf.
The firm follows a value-oriented investment approach with two primary prototypes: an Enduring Value strategy that seeks deep-value opportunities and a Dynamic Income strategy that targets higher-yielding corporate securities. Portfolios are typically concentrated (about 15–30 individual equity positions) and may include bonds and ETFs; the firm does not invest client assets in mutual funds, commodities, margin trading, or employ leverage.
Compared with many peers that favor broadly diversified mutual fund or ETF allocations, this firm emphasizes proprietary valuation-driven stock selection and balance-sheet analysis, and it offers financial planning at no additional charge. Its manager has prior experience in corporate law, private equity, and formal asset valuation, and the firm executes trades on a per-client account basis rather than aggregating across multiple client accounts.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Income planning
Fee options
$0 - $3,000,000: 0.80% annually $3,000,001 - $6,000,000: 0.60% annually $6,000,001+: 0.50% annually
Account minimum: $100,000 (may be waived at Advisor's discretion)
Main office location
Erenda Capital
Glendale WI, United States
Number of offices
1
Most active in
Erenda Capital has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas · Wisconsin
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")