Patrick M. Dailey

CAPITAL ENDURANCE GROUP,

ALPHARETTA, GA 30022

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CRD#: 4298837

Professional summary

Patrick Maher Dailey, CFP® is a registered financial advisor currently at CAPITAL ENDURANCE GROUP, INC located in Alpharetta, Georgia.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Patrick has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Patrick M. Dailey is a licensed GA Real Estate Salesperson and occasionally utilizes his license in the purchase and sale of personal property for himself and his family.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Maher Dailey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

October 17, 2016 - Present

CAPITAL ENDURANCE GROUP, INC

Office #1: 5755 North Point Parkway Suite 20, Alpharetta, GA 30022

RIA

CRD#: 284793

ALPHARETTA, GA

Past

January 15, 2016 - October 4, 2016

TAILORED WEALTH MANAGEMENT

RIA

CRD#: 159640

ATLANTA, GA

Past

March 17, 2015 - December 31, 2015

TAILORED WEALTH MANAGEMENT

RIA

CRD#: 159640

ATLANTA, GA

Past

December 7, 2011 - October 31, 2014

REDWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 148284

ALPHARETTA, GA

Past

September 14, 2005 - November 28, 2011

TRUEWEALTH MANAGEMENT

RIA

CRD#: 111055

ATLANTA, GA

Past

May 20, 2003 - January 2, 2004

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

February 20, 2001 - December 19, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL ENDURANCE GROUP, INC

CRD#: 284793 / SEC#: 801-121743

RIA

Registered Investment Advisory firm - (7/12/2021 Approved)

Georgia

Registered Investment Advisory firm - (9/10/2025 Approved)

North Carolina

Registered Investment Advisory firm - (9/16/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/17/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/13/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/16/2001

General Securities Representative Examination

Current Firm

CAPITAL ENDURANCE GROUP, INC

CRD#: 284793 / SEC#: 801-121743

RIA

Registered Investment Advisory firm - (7/12/2021 Approved)

Georgia

Registered Investment Advisory firm - (9/10/2025 Approved)

North Carolina

Registered Investment Advisory firm - (9/16/2025 Approved)

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Contact information

Main Address

5755 North Point Parkway Suite 20, Alpharetta, GA 30022

Mailing Address

Phone number

(470) 375-6663

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CEG FIRM BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 84,492,813

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/10/2025	Cover Page	Report
01/23/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick M. Dailey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Maher Dailey's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAILORED WEALTH MANAGEMENT

TAILORED WEALTH MANAGEMENT

REDWOOD WEALTH MANAGEMENT, LLC

TRUEWEALTH MANAGEMENT

COMMONWEALTH FINANCIAL NETWORK

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CAPITAL ENDURANCE GROUP, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/13/2001

Series 7

Date: 2/16/2001

Current Firm

CAPITAL ENDURANCE GROUP, INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPITAL ENDURANCE GROUP, INC

TRUST BUT VERIFY

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