President/cco · Banyan Capital Management, Inc.
Drew D. Estes
CRD 6695602 · Named on Form ADV at one SEC-registered adviser
At a glance
Banyan Capital Management, Inc., an SEC-registered wealth manager based in Atlanta, GA with $282 million in regulatory assets, lists Drew D. Estes on its Form ADV as President/cco, a control person.
Firms and roles
- Banyan Capital Management, Inc.President/ccoWealth manager · Atlanta, GA · $282M in regulatory assets
AtlasMembers
Drew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Charlene E. BeatonDirector of Operations, Banyan Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Drew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.