Firm
Estep Capital Management
New Orleans, Louisiana
Fee-only
Estep Capital Management at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 44 individual clients, 6 of them high net worth.
- Its average account is about $227,000 (assets it manages divided by its 67 accounts).
Facts
| Based in | New Orleans, Louisiana |
|---|---|
| Phone | (504) 312-1271 |
Estep Capital Management fees
Estep Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 38 |
| High-net-worth clients | 6 |
| Accounts managed | 67 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-63920) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 134250 |