# Steele Capital Management, Inc.
Source: https://planprovider.pro/provider/steele-capital-management-inc

> From its family-business roots dating to 1946, Steele Capital Management, Inc. grew into a registered investment advisor incorporated in 1995. The firm is he…

Retirement Plan Advisor

Dubuque, IA

## 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/](https://www.steelecapital.com/)

Founded: 1995

Employees: 14

## Office Locations

- Dubuque, IA (Headquarters)

- West Des Moines, IA

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $3.0B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| MCFARLAND CLINIC, P.C. 401(K) PROFIT SHARING PLAN|
MCFARLAND CLINIC, P.C., IA|
$488M|
1,393|

| MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN|
MEDICAL ASSOCIATES CLINIC, P.C., IA|
$320M|
1,103|

| GRAND RIVER MEDICAL GROUP RETIREMENT PLAN|
DUBUQUE INTERNAL MEDICINE PC DBA GRAND RIVER MEDICAL GROUP, IA|
$91M|
332|

| SIMMONS PERRINE MOYER BERGMAN PLC 401(K) PROFIT SHARING PLAN & TRUST|
SIMMONS PERRINE MOYER BERGMAN PLC, IA|
$57M|
117|

| GAMMA TECHNOLOGIES, LLC RETIREMENT PLAN|
GAMMA TECHNOLOGIES, LLC, IL|
$47M|
145|

| 401(k) Retirement Plan|
Healthcare Sponsor, IA|
$21M|
209|

| 401(k) Retirement Plan|
Manufacturing Sponsor, IA|
$20M|
181|

| 401(k) Retirement Plan|
Professional Services Sponsor, WI|
$19M|
184|

| 401(k) Retirement Plan|
Technology Sponsor, IA|
$11M|
1,775|

### 
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