Steele Capital Management

Is this your firm? Verify your profile

Trust Score 98%
Trust Score  info_outline

Steele Capital Management, federally registered in 1995, is a Registered Investment Advisor (RIA) in 20 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.

Last updated: November 11th, 2019. Data source: SEC filings.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Bradley Lewis
Avg Advisor Trust Score 98
Avg Advisor Years Registered 10
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 Forms and Brochures    (CRD # 107097)
State(s) Registered AZ, CA, CO, FL, GA, IL, IN, IA, LA, MI, MN, MO, NE, NJ, NY, NC, RI, SD, TX, WI

Questions & Answers

Get answers about Steele Capital Management

Ask a question question_answer