Estep Capital Management

Estep Capital Management (CRD# 134250) is a financial advisory firm headquartered in , . They manage $12,000,000 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $214,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NC

Financial Advisors at Estep Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Jamin A. Estep
CRD#: 4912820
New Orleans, LA
93
Wealthminder
score

Jamin Estep (CRD# 4912820) is an Investment Advisor Representative working at Estep Capital Management in New Orleans, LA and has over 11 years of experience in the finance industry.

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