Data / Investment advisers / Texas / Endurance Financial Planning, LLC
Endurance Financial Planning, LLC, McAllen, TX: $102 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Endurance Financial Planning, LLC is an SEC registered investment adviser with its main office in McAllen, Texas and reports $102 million in regulatory assets under management in its Form ADV filed July 20, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Endurance Financial Planning, LLC (CRD number 305583): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 305583
- SEC file number
- 801-136954
- SEC status
- Approved, effective August 5, 2026
- Main office
- 2400 N 10th St. Suite B, McAllen, TX 78501
- Phone
- (956) 630-7231
- Regulatory AUM
- $101,773,387 in the Form ADV filed July 20, 2026
- Discretionary AUM
- $101,506,500
- Non discretionary AUM
- $266,887
- Accounts
- 1,364
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 566 | $64.9 million |
| High net worth individuals | 22 | $36.5 million |
| Pension and profit sharing plans | 2 | $266,887 |
| Charitable organizations | 1 | $27,597 |
| Corporations or other businesses | 5 | $1,098 |
Other advisers in Texas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Elda River Capital Management, LLC | Houston | $1.94 billion | 16 | adviserinfo.sec.gov |
| Cfo4life | Coppell | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Nexpoint Real Estate Advisors VII, L.P. | Dallas | $1.93 billion | Not listed | adviserinfo.sec.gov |
| Terry McDaniel & Company | Austin | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Kildare Partners US, LLC | Westlake | $1.91 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Endurance Financial Planning, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.