ESTEP CAPITAL MANAGEMENT

MATTHEWS, North Carolina·1 registered advisor·CRD# 134250
SEC# 801-63920704-995-2935
01

Firm Overview

AUM
$30M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at ESTEP CAPITAL MANAGEMENT

1 registered advisor
Jamin Andrew Estep
MATTHEWS, North Carolina
05

Office Locations

MATTHEWS, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. ESTEP CAPITAL MANAGEMENT (CRD# 134250) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.