ESK Capital Management Inc.
RIASEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$371K
Accounts
11
Employees
1
Advisory reps
1
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, independently owned registered investment adviser that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management services geared toward individuals and small businesses. Its billing mixes a percentage-of-assets model with hourly consulting fees. ESK does not describe itself as a multi-state adviser, a pension consultant, or an active ESG investor, and it is not structured as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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