# ESTEP CAPITAL MANAGEMENT

ESTEP CAPITAL MANAGEMENT of MATTHEWS, NC is an SEC-registered investment adviser.

## Registration

- CRD: 134250
- Type: SEC-registered investment adviser
- SEC file number: 801-63920
- Location: 4949 ANTIOCH CHURCH RD, MATTHEWS, NC, 60654
- Phone: 504-312-1271
- Latest filing: 2026-03-31
- Regulatory AUM: $15.2M
- Discretionary AUM: $15.2M
- Clients: 1
- Accounts: 67

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| ESTEP JAMIN ANDREW | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ESTEP MICHAEL STEVE | OWNER | — |
| ESTEP DANIEL CHRIS | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134250/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134250/similar
- Related entities: https://search.stillhousedata.com/firm/134250/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134250

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.