A complete list of active advisors currently associated with Estabrook Capital Management LLC

Warmer can help you find a great advisor at Estabrook Capital Management LLC or one who fits your needs even better.

Estabrook Capital Management advises individuals, trusts, corporations, charitable organizations and pension plans, providing discretionary portfolio management across Large Cap Core, Balanced and SRI/ESG strategies and offering model portfolios to program sponsors. The firm charges management fees (not performance‑based fees) and acts as a portfolio manager in various wrap programs in addition to supplying non‑discretionary models to one sponsor program. Investment decisions are driven by a top‑down, value‑oriented process that emphasizes macroeconomic inflection points, sector positioning and fundamental company analysis, with a typical investment horizon of three to five years. The firm applies valuation tools such as discounted cash flow and relative multiples alongside earnings, cash flow and balance sheet analysis, and integrates ESG screening in its SRI strategy. Noteworthy operational features include its active role in wrap programs—where it may utilize a sponsor’s execution services—and its practice of providing formal quarterly performance reports to clients and disclosing performance materials publicly. The inclusion of pension plans (which can encompass state or municipal plans) in its client base is also a distinguishing aspect relative to many peers in this category.

To learn more about the advisors currently working at Estabrook Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
William Petty III	New York, NY	25

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