| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley e Steele 2024 Trust | Minority Owner | 10-25% | 2024 |
| Bradley Lewis | Senior Portfolio Manager | 5-10% | 2018 |
| Brett Allen Wessels | Chief Investment Officer | 5-10% | 2018 |
Steele Capital Management, Inc. reports $3 billion in regulatory assets under management on its Form ADV.
Steele Capital Management, Inc. reports 14 employees.
Steele Capital Management, Inc. is based in Dubuque, IA and has been SEC-registered since 1995.
Steele Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1000 Jackson Street, Suite 201, Dubuque, IA 52001 |
| Phone | 563-588-2097 |
| Fax | 563-588-0970 |
| Office hours | 8a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.99B |
| Non-discretionary | $36.4M |
| Total (RAUM) | $3.03B |