CRD: 128856
Estabrook Capital Management LLC
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- Custodian
- BNY Mellon · Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2003
- Office Locations
- 1
Office Locations
About Estabrook Capital Management LLC
Estabrook Capital Management is a New York-based wealth manager delivering a “family office” approach for select individuals and families, including business owners and those with inherited wealth. Services span financial planning, investment management, risk, tax, and estate planning, with an emphasis on protecting wealth and responsible growth. The firm uses an eMoney-based online hub to aggregate accounts and model what-if scenarios (e.g., timing a business sale).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES THOMAS FOLEY
Chairman, Chief Investment Officer
- CRD
- --
- Ownership
- 25% but less than 50%
DAVID PATRICK FOLEY
CHIEF OPERATING OFFICER, Director
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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WILLIAM CALVIN PETTY III
--
- CRD
- #2163860
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $933,319,315 | $1,216,844 |
| Non-Discretionary | $0 | -- |
| Total | $933,319,315 | $1,216,844 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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