STEELE FINANCIAL STUDIOS
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 336717
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals58.24%
- HNWI37.23%
- Pension & Profit Sharing Plans4.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Steele Financial Studios is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM pricing as well as fixed fees. The firm does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities31%
- Cash & Cash Equivalents18%
- Investment Grade Corp Bonds3%
Contacts
1 of 1CHARLES STEELE
Owner & CCOCRD 5046379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3101 Cobb Pkwy SE
- Time zone
- ET (UTC-5)
- Office locations
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