Gregory Michael Estes
Investment adviser representative at Councilor Wealth LLC
26 yearsExperience
3 statesRegistered in
CFADesignation
$316.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Councilor Wealth LLCNov 2023 to now
- May Barnhard Investments, LLC dba Mbi, LLCSep 2023 to now
- Mbi, LLCSep 2023 to now
- Augustine Asset ManagementApr 2017 to Sep 2023
- Intrepid Capital ManagementSep 2001 to Mar 2017
- Intrepid Capital CorpSep 2000 to Mar 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
Councilor Wealth LLC
$316.9MAssets managed
197Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4359754
- Firm CRD
- 170858