Patrick Dailey
Capital Endurance Group · Alpharetta, Georgia
Patrick Dailey is a fee-only financial advisor at Capital Endurance Group in Alpharetta, Georgia, who holds the CFP credential. Capital Endurance Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Capital Endurance Group |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $108.8M across 292 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 4298837 |
| Exams passed | Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | pauldelaney.com |
| Profile |
How Patrick's firm compares
- Capital Endurance Group's average account is about $373,000, from its Form ADV (assets managed divided by 292 accounts).
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Questions about Patrick
Is Patrick Dailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Capital Endurance Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Capital Endurance Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Dailey based?
Patrick Dailey is based in Alpharetta, Georgia.
What credentials does Patrick Dailey hold?
Patrick Dailey holds the CFP credential.
Is Patrick Dailey registered with the SEC?
Yes. Patrick Dailey is registered as an investment adviser representative in GA (CRD 4298837), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Capital Endurance Group manage?
Capital Endurance Group reports $108.8M across 292 accounts in assets under management.
How do I contact Patrick Dailey?
Through Patrick's website, pauldelaney.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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