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Drew Douglas Estes

Banyan Capital Management, Inc.

Atlanta, GA

CRD 6695602

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Employer firm

Banyan Capital Management, Inc. CRD 108123

$282M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Banyan Capital Management, Inc.

2100 Riveredge Parkway Suite 1030, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-06-13
TX RA APPROVED_RES 2018-06-29
GA RA APPROVED 2016-09-02
  • LA RA
    APPROVED
    Since 2023-06-13
  • TX RA
    APPROVED_RES
    Since 2018-06-29
  • GA RA
    APPROVED
    Since 2016-09-02

Branch Locations

2100 Riveredge Parkway Suite 1030, Atlanta, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Banyan Capital Management, Inc. Atlanta GA 08/2016 Present
Other Businesses

Teacher - CPE Course - Georgia Society of CPAs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-02
  • S65 Uniform Investment Adviser Law Examination
    2016-09-02
Other Names
  • Drew Estes

View on SEC IAPD

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