Steele Capital Management, Inc.

About Steele Capital Management, Inc.

<p>From its family-business roots dating to 1946, Steele Capital Management, Inc. grew into a registered investment advisor incorporated in 1995. The firm is headquartered in Dubuque in eastern Iowa, with an additional office in West Des Moines in the Des Moines metro area.</p> <p>Steele Capital Management has 14 employees and reported $3.0B in assets under management (2026). The team works with individuals, families, and business owners across the U.S., with services that center on long-term investment management and financial planning.</p> <p>Planning work commonly covers retirement planning, estate planning, and tax planning, with an emphasis on building a roadmap that can be updated as life and markets change. The firm also works with employers on company-sponsored retirement plans, from plan design through implementation.</p> <p>One practical differentiator is the mix of professional credentials on staff, including CFA®, CFP®, and CPA, which supports both investment oversight and planning coordination.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for company-sponsored retirement plans</li> <li>Investment management</li> <li>Retirement, estate, and tax planning coordination</li> <li>Offices in Dubuque and West Des Moines, serving the broader Iowa region</li> </ul>

Website: https://www.steelecapital.com/

Founded: 1995

Employees: 14