ESS CAPITAL SERVICES

ESS CAPITAL SERVICES is an SEC-registered investment adviser (CRD 328826). Regulatory assets under management: $3.2M.

Registration

• CRD: 328826
• Type: Registered investment adviser
• Phone: (617) 308-1977
• Latest filing: 2026-03-31
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328826 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search