Steele Capital Management, Inc.
● SEC registered since 1995CRD 107097SEC# 801-50636Dubuque, IA
Reg. AUM
$3.55B
Employees
15
Accounts
4,418
Location
Dubuque, IA
Steele Capital Management, Inc. assets under management
Steele Capital Management, Inc. is an investment advisory firm registered with the SEC based in Dubuque, IA. The firm has been registered since 1995. It reports $3.5 billion in regulatory assets under management and employs 15 people.
Steele Capital Management, Inc. owners & executives
14 reported| 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 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Steele Capital Management, Inc. manage?
Steele Capital Management, Inc. reports $3.5 billion in regulatory assets under management on its Form ADV.
How many employees does Steele Capital Management, Inc. have?
Steele Capital Management, Inc. reports 15 employees.
Where is Steele Capital Management, Inc. located?
Steele Capital Management, Inc. is based in Dubuque, IA and has been SEC-registered since 1995.
Does Steele Capital Management, Inc. disclose fund performance?
Steele Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$3.55B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$3.55Bregulatory AUM
Discretionary $3.51BNon-discretionary $40.5M