|
⚲
|
| Steele Capital Management Inc
✚
|
|
|---|---|
| CRD # | 107097 |
| SEC # | 801-50636 |
| CIK # | 0001646695 |
| AUM | $3.5 B (2026-03-18) |
| Employees | 15 (87% Investors, 0% Brokers) |
| Phone | 563-588-2097 |
| Address | 1000 Jackson Street Dubuque, IA 52001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 939 | 0.4 |
| (b) Individuals (high net worth individuals) | 582 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 103 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,418 | 3.5 |
| By Discretionary | ||
| Discretionary | 4,376 | 3.5 |
| Non-Discretionary | 42 | 0.0 |
| Total | 4,418 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 4,418 | 3.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001646695] |
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|---|---|---|
|
Ulrich Consulting and Investment Group LLC
✚
|
NM | 3.6 |
|
SAX Wealth Advisors LLC
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|
NJ | 3.6 |
|
The Burney Company
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VA | 3.6 |
|
Courier Capital LLC
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NY | 3.6 |
|
Visionary Wealth Advisors LLC
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MO | 3.5 |
|
Bryn Mawr Trust Advisors LLC
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PA | 3.5 |
|
Equity Investment Corporation
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|
GA | 3.5 |
|
Valley Forge Investment Consultants Inc
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|
PA | 3.5 |
|
Advisor Resource Council
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|
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|
Kathmere Capital Management LLC
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|
PA | 3.5 |