Sherman Steele
Steele Asset Management · Fort Lauderdale, Florida
Sherman Steele is a fee-only financial advisor at Steele Asset Management in Fort Lauderdale, Florida. Steele Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Steele Asset Management |
|---|---|
| Based in | Fort Lauderdale, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $57.7M across 181 accounts |
| SEC registration | Investment adviser representative in FL, NJ, PA · CRD 4716549 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.steeleassetmanagement.com |
| Profile |
How Sherman's firm compares
- Steele Asset Management's average account is about $319,000, from its Form ADV (assets managed divided by 181 accounts).
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Questions about Sherman
Is Sherman Steele a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sherman holds no broker registration, and Steele Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sherman charge for financial advice?
Sherman's firm, Steele Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sherman Steele based?
Sherman Steele is based in Fort Lauderdale, Florida.
Is Sherman Steele registered with the SEC?
Yes. Sherman Steele is registered as an investment adviser representative in FL, NJ and PA (CRD 4716549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steele Asset Management manage?
Steele Asset Management reports $57.7M across 181 accounts in assets under management.
How do I contact Sherman Steele?
Through Sherman's website, www.steeleassetmanagement.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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