ESS Capital Services

Overview

ESS Capital Services is a small, owner-operated advisory LLC focused on discretionary portfolio management for individual and family clients. The firm favors an equity-first allocation, running separately managed accounts that emphasize exchange-traded equities as the primary building block. Its business model includes a traditional percentage-of-AUM fee along with performance-based fees, which suggests compensation is tied to outperformance on certain mandates or accounts. The firm is not structured as a capital allocator and does not identify as an active ESG investor. Its practice appears narrow and client-focused rather than serving institutional pension or multi-state advisory mandates. Advisory activity centers on direct portfolio management for individuals and small businesses rather than broad consulting or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices