A complete list of active advisors currently associated with Estep Capital Management

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

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.

To learn more about the advisors currently working at Estep Capital Management, 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.