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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, US Government Bonds 8%, Cash & Cash Equivalents 4%88%
  • Exchange Traded Equities88%
  • US Government Bonds8%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Evan Kessler

    CEOCRD 5032860

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth