Esmeb Inc
RIASEC & State Registered
Total AUM
$684K
Discretionary
$684K
100% of AUM
Avg account
$171K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 152361
- Registered since
- December 17, 2025
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Esmeb Inc. is a small, individually owned corporate RIA that offers financial planning and portfolio management tailored toward individuals and small businesses. The firm is registered with the SEC (registered in 2025) and charges clients either a percentage of assets under management or fixed fees. Filings show an explicit preference for equity investments and no active ESG positioning. Esmeb is not presented as a capital allocator or pension consultant; its primary activities are advisory rather than institutional capital deployment.
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 Equities86%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth 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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