ESTEP CAPITAL MANAGEMENT
CRD #134250 SEC #801-63920 MATTHEWS, NC 704-995-2935
SEC Registered
Total AUM
$30M
Discretionary
$30M
Employees
1
Clients
0
Accounts
82
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 10, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ESTEP, JAMIN, ANDREW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ESTEP, JAMIN, ANDREW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ESTEP, JAMIN, ANDREW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ESTEP, JAMIN, ANDREW | I | PRESIDENT | E | Control |
| ESTEP, JAMIN, ANDREW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ESTEP, MICHAEL, STEVE | I | OWNER | B | |
| ESTEP, MICHAEL, STEVE | I | OWNER | B | |
| ESTEP, MICHAEL, STEVE | I | OWNER | B | |
| ESTEP, DANIEL, CHRIS | I | OWNER | A | |
| ESTEP, DANIEL, CHRIS | I | OWNER | A | |
| ESTEP, DANIEL, CHRIS | I | OWNER | A |
Registrations
Federal
IA
Jan 10, 2012 REGISTERED
Notice Filings (1)
NC
Address
4949 ANTIOCH CHURCH RDMATTHEWS, NC 60654
United States
Phone: 704-995-2935