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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ENDURING INVESTMENTS LLC

CRD 150282

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6336c5e6-30ce-2e21-31df-112cfc6c2764

Data as of Mar 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Feb 22, 2021 to Mar 22, 2021
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $9.3MItem 5.F on the latest filing (2021-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.3M
Private client RAUM: $9.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $9.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 9
Individual clients: 5
High net worth clients: 2
SEC number: 801-120594
CRD: 150282
Filings on the tape: 3
First filed: Feb 22, 2021
Latest filed: Mar 22, 2021
Organised: Limited Liability Company, Delaware

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JAMES ASHTON	Chartered Financial Analyst	MORRISTOWN, NJ	14	26	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ASHTON, MICHAEL, JAMES	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	04/2009	Feb 22, 2021	Mar 22, 2021
IVY HOLLOW INVESTMENTS LLC	NO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL	A	no	01/2016	Feb 22, 2021	Mar 22, 2021
JOHN F AND JOAN DEE TZUCKER REVOCABLE TRUST	NO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL	A	no	08/2016	Feb 22, 2021	Mar 22, 2021
MILLER, MARGO, LESLIE	NO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL	A	no	01/2016	Feb 22, 2021	Mar 22, 2021
NASH, JOHN, VINCENT	NO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL	B	no	07/2016	Feb 22, 2021	Mar 22, 2021
STROBL, KARL, NMN	NO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL	B	no	01/2015	Feb 22, 2021	Mar 22, 2021
TZUCKER, JOAN, DEE	TRUSTEE OF JOHN F AND JOAN DEE TZUCKER REVOCABLE TRUST	A	no	08/2016	Feb 26, 2021	Mar 22, 2021
Tzucker, John, Frederick	TRUSTEE OF JOHN F AND JOAN DEE TZUCKER REVOCABLE TRUST	A	no	08/2016	Feb 26, 2021	Mar 22, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 22, 2021	$9.3M	$9.3M	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$9.3M	n/a	n/a	n/a	n/a	1	n/a	0	n/a

Relationships

Owns (7)

← NASH, JOHN, VINCENTOwnerNO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL, ownership code B, individual
Feb 22, 2021 to presentfactForm ADV
← STROBL, KARL, NMNOwnerNO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL, ownership code B, individual
Feb 22, 2021 to presentfactForm ADV
← MILLER, MARGO, LESLIEOwnerNO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL, ownership code A, individual
Feb 22, 2021 to presentfactForm ADV
← Tzucker, John, FrederickOwnerTRUSTEE OF JOHN F AND JOAN DEE TZUCKER REVOCABLE TRUST, ownership code A, individual
Feb 26, 2021 to presentfactForm ADV
← TZUCKER, JOAN, DEEOwnerTRUSTEE OF JOHN F AND JOAN DEE TZUCKER REVOCABLE TRUST, ownership code A, individual
Feb 26, 2021 to presentfactForm ADV
← IVY HOLLOW INVESTMENTS LLCOwnerNO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL, ownership code A, domestic entity
Feb 22, 2021 to presentfactForm ADV
← JOHN F AND JOAN DEE TZUCKER REVOCABLE TRUSTOwnerNO TITLE - CONTRIBUTED MORE THAN 5% OF FIRM CAPITAL, ownership code A, domestic entity
Feb 22, 2021 to presentfactForm ADV

Controls (1)

← ASHTON, MICHAEL, JAMESOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 22, 2021 to presentfactForm ADV

Registered with (1)

← MICHAEL JAMES ASHTONAdvisorregistration: previous registration
Dec 8, 2009 to Jul 21, 2010factForm ADV

Dated events

Occurred
Feb 22, 2021
First Form ADV filing
Enduring Investments Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6336c5e6-30ce-2e21-31df-112cfc6c2764
First observed: Feb 22, 2021
Last observed: Mar 22, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENDURING INVESTMENTS LLC

CRD 150282

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6336c5e6-30ce-2e21-31df-112cfc6c2764

Data as of Mar 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JAMES ASHTON

Chartered Financial Analyst

MORRISTOWN, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASHTON, MICHAEL, JAMES

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

04/2009

Feb 22, 2021

Mar 22, 2021

IVY HOLLOW INVESTMENTS LLC