Endress Capital Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,855,377
Clients
94
Advisors
1
of 1 employees
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
Expertise
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
Evansville IN
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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