E
Esquires Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$0
About
Esquires Group provides investment advisory and portfolio management services for a mix of private individuals, high-net-worth clients, trusts, foundations, endowments and companies across taxable, retirement and educational accounts. The firm also offers hourly or fixed-fee consulting engagements for clients who do not have assets managed by the firm.
The firm assigns clients to one of six risk profiles and one of six portfolio strategies and implements discretion under a limited power of attorney when agreed, combining fundamental and technical analysis, charting and cyclical methods. Strategies range from long-term purchases to short-term trading and option writing (primarily for hedging), with portfolios built from ETFs, mutual funds, closed-end funds and individual equities across many asset classes and periodic account reviews.
Noteworthy items in the brochure include disclosed referral arrangements with other registered advisors—where the firm may receive a portion of ongoing account fees and will provide a compensation disclosure to clients—and the availability of non-managed, hourly/ad-hoc advisory services. The firm also discloses potential receipt of soft-dollar research, ongoing outside business activities (management/IT consulting and real estate holdings), and a policy of leaving proxy voting to clients rather than voting proxies on their behalf.
Client services
Financial planning
Expertise
Active portfolio management
Options & derivatives strategies
Passive / index investing
Fee options
Fixed fee negotiated upfront, e.g., $500 for 4 hours for block of hours
0.5% to 1% per annum depending on assets under management and investment strategy selected
$50 to $200 per hour for specific investment recommendations not part of standard services
Account minimum: $5,000 for IRA accounts; $10,000 for Taxable and Trust accounts
Main office location
Esquires Group LLC
14618 Mansfield Dam Ct, Unit 41
Austin TX 78734, United States
Number of offices
1
Most active in
Esquires Group LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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