STEELE CAPITAL MANAGEMENT, INC.
C26
CRD 107097·SEC 801-50636·DUBUQUE, IA
AUM
$3.55B
$1B+
Est. Revenue
$35.5M
@ 1% on AUM
Est. EBITDA
$10.6M
@ 30% margin
Est. Deal Value
$85.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.81B
'21 · $2.17B
'22 · $2.81B
'23 · $2.81B
'25 · $3.03B
'26 · $3.55B
'20'26
$1.81B → $3.55B▲ +96%
Client mix
| Individuals Other | 939 |
| Individuals High Net Worth | 582 |
| Pension Profit Sharing Plans | 103 |
| Corporations | 20 |
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 9 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 11 advisors
'26 · 13 advisors
'20'26
9 advisors → 13 advisors▲ +44%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1000 JACKSON STREETSUITE 201DUBUQUE, IA 52001
Business
1000 JACKSON STREETSUITE 201DUBUQUE, IA 52001
Edgar Recent Filings
13F-HR2026-04-29 · 0001646695-26-000002
13F-HR2026-01-27 · 0001646695-26-000001