ESK Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ESK Capital Management is an independent, fee-based wealth management firm that provides investment management and comprehensive financial planning to individuals and high-net-worth individuals. Services described in the brochure include retirement planning, tax and estate planning, insurance and business planning, college and home-purchase planning, and small-business employee benefit selection.
The firm delivers discretionary, customized portfolios built to each client’s risk tolerance, time horizon and liquidity needs, using fundamental and valuation analysis that considers macroeconomic indicators and valuation metrics. ESK reports managing approximately $4.08 million on a discretionary basis and conducts ongoing reviews (no less frequently than semi-annually), while also offering limited-scope hourly engagements in addition to asset-based advisory arrangements.
Compared with many independent peers, ESK focuses on a narrower client demographic, targeting accounts generally in the $250,000 to $2 million range with a stated minimum around $200,000 and not serving lower-balance retail (non‑HNW) clients. The firm also operates without broker‑dealer affiliations, customizes each client portfolio rather than aggregating trades, maintains custody through an independent custodian platform, and declines to vote client proxies.
Client services
Expertise
Fee options
$1 - $10,000,000: 1% (100 basis points) $10,000,000+: 0.5% (50 basis points)
$400 per hour for limited scope arrangements
Account minimum: $200,000 (negotiable)
Main office
Great Neck NY
Advisors at this office
1
Most active in
New York
Also doing business as
Esk Capital · Esk Capital Management Inc. · Esk Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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