Ensure Capital LLC
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About
Ensure Capital LLC provides financial planning and discretionary portfolio management to individual and small business clients and also advises company‑sponsored retirement plans and trustees. The firm reports approximately $783,795 in assets under management distributed across a very small number of client relationships.
The firm's investment approach emphasizes asset allocation with a long‑term tilt toward equities, employing mutual funds, index funds, ETFs and individual securities to pursue multi‑year growth objectives. Ensure Capital uses a mix of fundamental, technical, cyclical and quantitative analysis and may implement derivatives and margin strategies (including covered calls and option spreads) within discretionary accounts.
Compared with many solo independent advisers, Ensure Capital also counsels on non‑securities financial products—such as fixed and variable annuities and insurance matters—and explicitly serves corporate or business clients and plan trustees, including work with third‑party administrators. Those features, combined with a concentrated client base and hands‑on trading strategies, distinguish its practice model from typical peers.
Client services
Expertise
Fee options
Fixed fees for financial planning services ranging from $500 to $2,000 depending on complexity.
$0 - $1,000,000: 1.75% to 2% $1,000,000+: 1.75%
Hourly charges range from $125 to $425 per hour for financial planning.
Account minimum: $250,000.00 Fee-only: Financial planning fees range from $500 to $2,000 for a written plan; hourly fees range from $125 to $425 per hour.
Main office
Alpharetta GA
Advisors at this office
1
Most active in
Georgia · Virginia
Also doing business as
Cam · Ensure Capital LLC · James Mcgeehan · Oaktree Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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