Steele Capital Management

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Last updated: February 18th, 2020. Data source: SEC filings.

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Steele Capital Management, federally registered in 1995, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 9 advisors. Steele Capital Management manages $1.8 billion and provides investment advisory services for 1,460 clients (1:163 advisor/client ratio). This firm does not have a disciplinary history.

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The Trust algorithm did not surface any considerations for this firm. Checks take place monthly.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 16
Percentage of Advisors Trusted 100%
Minimum Investment $0
Average Client Balance $1,242,425
Total AUM $1.8 billion
Advisor / Client Ratio 1:163
Headquarters 788 Main ST Dubuque, IA 52001
SEC Filings View SEC IAPD CRD #107097
State(s) Registered AZ, CA, CO, FL, GA, IL, IN, IA, MI, MN, MO, NE, NJ, NY, NC, RI, SD, TX, WI

SEC data last verified 02/21/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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