Steele Street Capital LLC

RIASEC RegisteredEst. 2024

Total AUM

$140M

Discretionary

$124M

89% of AUM

Avg account

$560K

Accounts

251

Employees

Advisory reps

Firm details

Headquarters: Portsmouth, New Hampshire
CRD number: 331520
Registered since: August 12, 2024
Custodians: LPL FINANCIAL LLC, VOYA INVESTMENTS DISTRIBUTOR, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.07%
Pension & Profit Sharing Plans32.32%
Individuals9.18%
Corporations / Businesses5.43%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Steele Street Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owner-operated and also conducts broker-dealer activity. Its client base includes individual and family clients as well as institutional relationships. Stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed fees. The firm does not identify as an active ESG investor and reports a single-state footprint.