Essex Capital Management

Overview

Essex Capital Management is a small, independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm blends traditional financial planning and portfolio management with client education—publishing newsletters and running seminars—so advisory work is as much about ongoing guidance as it is about portfolio construction. Fee arrangements include a percentage-of-assets model and hourly billing, allowing the firm to serve both ongoing wealth management relationships and project-based planning engagements. Investment activity centers on public funds and mutual funds, which make up the bulk of assets under management. Essex Capital Management is not positioned as an ESG investor, does not act as a pension consultant, and maintains a single-state footprint. The firm is not structured as a capital allocator and does not present itself as a multi-state or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices