A complete list of active advisors currently associated with Esquires Group LLC

Warmer can help you find a great advisor at Esquires Group LLC or one who fits your needs even better.

Esquires Group provides investment advisory and portfolio management services for a mix of private individuals, high-net-worth clients, trusts, foundations, endowments and companies across taxable, retirement and educational accounts. The firm also offers hourly or fixed-fee consulting engagements for clients who do not have assets managed by the firm. The firm assigns clients to one of six risk profiles and one of six portfolio strategies and implements discretion under a limited power of attorney when agreed, combining fundamental and technical analysis, charting and cyclical methods. Strategies range from long-term purchases to short-term trading and option writing (primarily for hedging), with portfolios built from ETFs, mutual funds, closed-end funds and individual equities across many asset classes and periodic account reviews. Noteworthy items in the brochure include disclosed referral arrangements with other registered advisors—where the firm may receive a portion of ongoing account fees and will provide a compensation disclosure to clients—and the availability of non-managed, hourly/ad-hoc advisory services. The firm also discloses potential receipt of soft-dollar research, ongoing outside business activities (management/IT consulting and real estate holdings), and a policy of leaving proxy voting to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Esquires Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Shankar Meganatha	Austin, TX	9

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