Jamin Estep
Estep Capital Management · New Orleans, Louisiana
Jamin Estep is a fee-only financial advisor at Estep Capital Management in New Orleans, Louisiana. Estep Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Estep Capital Management |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.2M across 67 accounts |
| SEC registration | Investment adviser representative in LA · CRD 4912820 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jamin's firm compares
- Estep Capital Management's average account is about $227,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Jamin
Is Jamin Estep a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamin holds no broker registration, and Estep Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamin charge for financial advice?
Jamin's firm, Estep Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jamin Estep based?
Jamin Estep is based in New Orleans, Louisiana.
Is Jamin Estep registered with the SEC?
Yes. Jamin Estep is registered as an investment adviser representative in LA (CRD 4912820), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Estep Capital Management manage?
Estep Capital Management reports $15.2M across 67 accounts in assets under management.
How do I contact Jamin Estep?
Contact details aren't on file yet. Search for Estep Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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