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Advisor

Michael Steele

Steele Capital Management · Dubuque, Iowa

Michael Steele is a fee-only financial advisor at Steele Capital Management in Dubuque, Iowa. Steele Capital Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmSteele Capital Management
Based in Dubuque, Iowa
Fee model (firm's Form ADV)Percentage of assets
Assets under management$3.55B across 4,418 accounts
SEC registration Investment adviser representative in IA · CRD 1017847
Exams passedSeries 63 (1990)
Firm size15 employees
Disclosures Reported; see the SEC record
Websitewww.steelecapital.com

How Michael's firm compares

  • Steele Capital Management's average account is about $803,000, from its Form ADV (assets managed divided by 4,418 accounts).

What fee-only advisors charge

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Questions about Michael

Is Michael Steele a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael's firm, Steele Capital Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Michael Steele based?

Michael Steele is based in Dubuque, Iowa.

Is Michael Steele registered with the SEC?

Yes. Michael Steele is registered as an investment adviser representative in IA (CRD 1017847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

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 Michael Steele?

Through Michael'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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