Steele Asset Management

Overview

Steele Asset Management is an independent, single-owner registered investment adviser that focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm bills through a mix of percentage-of-AUM, hourly, and fixed fees and operates primarily as a discretionary manager — its entire reported asset base is discretionary — which indicates the firm implements model-driven or account-specific strategies on clients’ behalf. Equities are the central allocation emphasis: the firm shows a clear preference for exchange-traded equities and ETFs as the primary implementation vehicle. At the same time, Steele Asset Management supplements equity exposure with third-party alternative managers in real estate, commodities, and oil & gas, and it uses annuities and mutual funds where appropriate for client goals such as income, liability matching, or tax considerations. The adviser does not present itself as an active ESG investor and is structured to serve a local or regional client base rather than a multi-state institutional footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices