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| Steele Capital Management Inc
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| |
|---|---|
| CRD # | 107097 |
| SEC # | 801-50636 |
| CIK # | 0001646695 |
| AUM | $2.7 BB (2024-08-05) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 563-588-2097 |
| Address | 1000 Jackson Street Dubuque, IA 52001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 28.0 | |
| NVDA | 399,550.0 | 13.7 | |
| AMZN | 1,092,997.8 | 13.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 992 | 0.4 |
| (b) Individuals (high net worth individuals) | 464 | 1.6 |
| (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 | 0.6 |
| (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 | 4,060 | 2.7 |
| By Discretionary | ||
| Discretionary | 4,021 | 2.7 |
| Non-Discretionary | 39 | 0.0 |
| Total | 4,060 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 4,060 | 2.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001646695] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Frost Investment Services LLC
✚
|
TX | 2.7 |
|
North Star Asset Management Inc
✚
|
WI | 2.7 |
|
Ancora Family Wealth Advisors LLC
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OH | 2.7 |
|
The Roosevelt Investment Group LLC
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|
NY | 2.7 |
|
Arkadios Wealth Advisors LLC
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|
GA | 2.7 |
|
The Burney Company
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|
VA | 2.7 |
|
New England Private Wealth Advisors LLC
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|
MA | 2.7 |
|
Sol Capital Management Co
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|
MD | 2.7 |
|
Globalt Investments LLC
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|
GA | 2.7 |
|
Equity Investment Corporation
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|
GA | 2.7 |