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Jamin Andrew Estep

ESTEP CAPITAL MANAGEMENT·MATTHEWS, North Carolina
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4949 ANTIOCH CHURCH RD, MATTHEWS, NC 60654CRD# 4912820Firm CRD# 134250
01

About

Jamin Andrew Estep is a registered financial advisor based in MATTHEWS, North Carolina, affiliated with ESTEP CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ESTEP CAPITAL MANAGEMENT
ESTEP CAPITAL MANAGEMENT
AUM
$30M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ESTEP CAPITAL MANAGEMENT →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4912820
Firm CRD# 134250
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jamin Andrew Estep offer?
Jamin Andrew Estep specializes in Investment Management, Fee-Only Advisory. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Jamin Andrew Estep's credentials?
Jamin Andrew Estep is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamin Andrew Estep located?
Jamin Andrew Estep is based in MATTHEWS, North Carolina, working with ESTEP CAPITAL MANAGEMENT. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.
How does Jamin Andrew Estep charge for services?
Jamin Andrew Estep's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESTEP CAPITAL MANAGEMENT?
ESTEP CAPITAL MANAGEMENT has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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