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They include 939 individual clients, 582 high-net-worth individuals, and 103 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Steele Capital Management offer?","answer":"Steele Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Steele Capital Management charge?","answer":"Steele Capital Management charges up to 1.50% a year for its Individual advisory services. The fee is billed in advance and is negotiable.","source":"STEELE CAPITAL MANAGEMENT ADV 2A MARCH 2026, filed 18 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Steele Capital Management use?","answer":"Steele Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.66B and Charles Schwab Trust Company (Henderson, NV), with $844M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Steele Capital Management have?","answer":"Steele Capital Management has 13 investment adviser representatives registered with state securities authorities, out of 15 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Steele Capital Management invest in?","answer":"At the end of its last fiscal year, Steele Capital Management’s separately managed accounts held 56% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 13% pooled vehicles (private funds and similar), 2% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Steele Capital Management?","answer":"Steele Capital Management is owned through trusts by Michael Steele. Its direct owners are Kathryn Moran (5% to 10%), Bradley Lewis (5% to 10%), Nicholas Smith (5% to 10%), Brett Wessels (5% to 10%), Christopher Boxleiter (5% to 10%), Michael D Steele Trust (75% or more), Daniel L Steele 2024 Trust (10% to 25%) and Ashley E Steele 2024 Trust (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Steele Capital Management get paid?","answer":"Steele Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Steele Capital Management?","answer":"Steele Capital Management’s main office is at 1000 Jackson Street, Suite 201, Dubuque, IA 52001. 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