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STEELE CAPITAL MANAGEMENT, INC.
CRD 107097 · SEC 801-50636
1000 JACKSON STREET, SUITE 201, DUBUQUE, IA, 52001, United States
Phone
563-588-2097
Fax
563-588-0970
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.55B
Discretionary AUM
$3.51B
Team
15 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 939 | $387.6M |
| High net worth individuals | 582 | $2.27B |
| Pension/profit sharing plans | 103 | $852.7M |
| Corporations/business entities | 20 | $26.0M |
States served
AZ, CA, CO, GA, IL, IN, IA, MI, MN, NE, NY, NC, PA, SC, TN, WI, MO, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD