Firm profile

ESSEX RIDGE CAPITAL GROUP, LLC

ST. LOUIS, MOCRD 145795Latest ADV February 11, 2026

Essex Ridge Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management
$146M
Employees
2
Offices
--
Total Clients
7
Primary office
ST. LOUIS, MO
1401 S. BRENTWOOD BLVD., SUITE 800, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(314) 961-9405
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOJohn C. Goltermann

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$146Mas of February 11, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$146M
Total Accounts51
10Y AUM Change+$14M (+10.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee4:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.