Steele Investment Counsel, Ltd.

Overview

Steele Investment Counsel, Ltd. is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management primarily for individuals, families and small businesses, charging a percentage of assets under management. Its stated practice is focused on discretionary portfolio management rather than institutional or pension consulting, and it does not present itself as an active ESG investor. The firm’s client mix is concentrated on private clients rather than institutions. Advisory services emphasize direct portfolio oversight and security selection for a compact client base rather than broad-scale advisory or multi-state distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives