Bradley Lewis
Steele Capital Management · Dubuque, Iowa
Bradley Lewis is a fee-only financial advisor at Steele Capital Management in Dubuque, Iowa, who holds the CFP credential. Steele Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Steele Capital Management |
|---|---|
| Based in | Dubuque, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.55B across 4,418 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, TX · CRD 3007279 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.steelecapital.com |
How Bradley's firm compares
- Steele Capital Management's average account is about $803,000, from its Form ADV (assets managed divided by 4,418 accounts).
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Questions about Bradley
Is Bradley Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Steele Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Steele Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Bradley Lewis based?
Bradley Lewis is based in Dubuque, Iowa.
What credentials does Bradley Lewis hold?
Bradley Lewis holds the CFP credential.
Is Bradley Lewis registered with the SEC?
Yes. Bradley Lewis is registered as an investment adviser representative in IA and TX (CRD 3007279), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steele Capital Management manage?
Steele Capital Management reports $3.55B across 4,418 accounts in assets under management.
How do I contact Bradley Lewis?
Through Bradley's website, www.steelecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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