Estep Capital Management (Matthews)

Estep Capital Management is a mid-sized advisory firm based in Matthews. It manages $30 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of North Carolina.

Estep Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Estep Capital Management: assets under management

The assets under management (AUM) of Estep Capital Management is $30 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 500% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.85 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Estep Capital Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Estep Capital Management

Estep Capital Management is owned by Michael Steve Estep. Jamin Andrew Estep has been acting as President since 1 Jan 2005. Daniel Chris Estep joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jamin Andrew Estep	President	1 Jan 2005	75% - 100%	4912820
Michael Steve Estep	Owner	1 Jan 2005	Other	4912836
Daniel Chris Estep	Owner	1 Jan 2005	Other	4912842

Based in Matthews

The principal office where Estep Capital Management performs its advisory services is located at 4949 Antioch Church Rd, Matthews, NC 60654, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.