ESTEP CAPITAL MANAGEMENT of MATTHEWS, NC is an SEC-registered investment adviser (CRD 134250). Regulatory assets under management: $15.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| ESTEP JAMIN ANDREW | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ESTEP MICHAEL STEVE | OWNER | — |
| ESTEP DANIEL CHRIS | OWNER | — |