E
$15.2M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-28-2012
- Office Locations
- 1
Office Locations
-- NEW Orleans LA
About Estep Capital Management
Estep Capital Management is a NEW Orleans-based RIA. The firm has been operating for 14 years. Managing $15.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$15.2M AVG AUM / ADVISOR
$345.5K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Owner & Executives
J
JAMIN ANDREW ESTEP
Chief Compliance Officer, President
- CRD
- #4912820
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,200,000 | $365,854 |
| Non-Discretionary | $0 | -- |
| Total | $15,200,000 | $365,854 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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