Gregory Steele
G.C. Steele & Company · Solvang, California
Gregory Steele is a fee-only financial advisor at G.C. Steele & Company in Solvang, California, who holds the CFP credential. G.C. Steele & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | G.C. Steele & Company |
|---|---|
| Based in | Solvang, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $23.7M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1398858 |
| Exams passed | Series 63 (1986) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Gregory's firm compares
- G.C. Steele & Company's average account is about $526,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Gregory
Is Gregory Steele a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and G.C. Steele & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, G.C. Steele & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Steele based?
Gregory Steele is based in Solvang, California.
What credentials does Gregory Steele hold?
Gregory Steele holds the CFP credential.
Is Gregory Steele registered with the SEC?
Yes. Gregory Steele is registered as an investment adviser representative in CA (CRD 1398858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does G.C. Steele & Company manage?
G.C. Steele & Company reports $23.7M across 45 accounts in assets under management.
How do I contact Gregory Steele?
Contact details aren't on file yet. Search for G.C. Steele & Company.
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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