EKS ASSOCIATES

Overview

EKS Associates is an independent registered investment adviser organized as an LLC that provides financial planning and portfolio management for individuals and small businesses. The firm operates on a mix of percentage-of-AUM and fixed fees and concentrates on client-directed, non‑discretionary relationships rather than acting as an allocator to private funds. EKS does not position itself as an active ESG investor, and it does not appear to operate across multiple states as a multi-state adviser. Service focus is individual and family clients, with the adviser delivering ongoing planning and portfolio oversight rather than running an in‑house capital markets platform.

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Investments & Alternatives

Location & Offices