Firm
Steele Capital Management
Dubuque, Iowa
Fee-only
Steele Capital Management at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 15 advisors are listed here; 5 of 15 hold the CFP.
- Its Form ADV reports 15 employees and 1,521 individual clients, 582 of them high net worth.
- Its average account is about $803,000 (assets it manages divided by its 4,418 accounts).
Facts
| Based in | Dubuque, Iowa |
|---|---|
| Website | steelecapital.com |
| Phone | (563) 588-2097 |
Steele Capital Management fees
Steele Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $3.5 billion |
| Individual clients | 939 |
| High-net-worth clients | 582 |
| Accounts managed | 4,418 |
| Employees | 15 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-50636) |
| Financial planning | Offered |
| Form ADV filed | August 26, 2026 |
| SEC record | CRD 107097 |