|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Steele Capital Management Inc
✚
|
|
|---|---|
| CRD # | 107097 |
| SEC # | 801-50636 |
| CIK # | 0001646695 |
| AUM | $3.0 B (2025-03-07) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 563-588-2097 |
| Address | 1000 Jackson Street Dubuque, IA 52001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 964 | 0.4 |
| (b) Individuals (high net worth individuals) | 517 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 104 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,184 | 3.0 |
| By Discretionary | ||
| Discretionary | 4,144 | 3.0 |
| Non-Discretionary | 40 | 0.0 |
| Total | 4,184 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 4,184 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001646695] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advus Financial Partners LLC
✚
|
FL | 3.1 |
|
Equity Investment Corporation
✚
|
GA | 3.1 |
|
Wealthcare Capital Management LLC
✚
|
VA | 3.0 |
|
Frank Rimerman Advisors LLC
✚
|
CA | 3.0 |
|
Advisor Resource Council
✚
|
TX | 3.0 |
|
Bryn Mawr Capital Management LLC
✚
|
PA | 3.0 |
|
Summitry LLC
✚
|
CA | 3.0 |
|
New England Private Wealth Advisors LLC
✚
|
MA | 3.0 |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 3.0 |
|
Colony Family Offices LLC
✚
|
NC | 3.0 |