ESK Capital Management Inc.
Firm details
- Headquarters
- ,
- CRD number
- 151946
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ESK Capital Management Inc. is a small, independent registered investment adviser that serves individual and family clients, and provides portfolio management for small businesses. The firm operates on a fee model that combines a percentage of assets under management with hourly billing for planning or advisory work. Investment activity centers on publicly traded equities and mutual funds, with portfolios managed on a discretionary basis and delivered through separately managed-account wrappers when customization is needed. Portfolio construction emphasizes liquid, transparent exposures—primarily exchange-traded equities—rather than extensive allocations to private or illiquid strategies. The firm does not describe itself as an active ESG investor and does not operate as a multi-state or institutional pension consultant. Given its scale and client base, manager allocation outside of mutual funds and ETFs appears limited.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- US Government Bonds8%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Evan Kessler
CEOCRD 5032860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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