Estep Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and investment advisory services to individuals and small businesses, managing roughly $15.2 million across about 44 client relationships. It offers tailored investment guidance, permits client-imposed restrictions, and does not participate in wrap fee programs.
The investment approach emphasizes fundamental analysis to identify assets believed to be undervalued and follows a buy-and-hold strategy informed by macroeconomic and company-specific factors; accounts are reviewed on a regular schedule. The firm accepts discretionary authority while adapting recommendations to each client’s objectives and risk tolerance, and clients may purchase recommended investments through other providers.
Notably, the firm’s principal is a licensed real estate broker affiliated with RE/MAX and may, with prior disclosure, solicit or otherwise benefit from client investments in real estate, a potential conflict the brochure highlights. The principal’s prior corporate executive experience and advanced academic credentials inform the firm’s analytical approach, the firm uses a third‑party custodian, and it declines authority to vote client proxies so clients receive proxy materials directly.
Client services
Expertise
Fee options
2% annually
Main office
New Orleans LA
Advisors at this office
1
Most active in
Louisiana · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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