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STEELE CAPITAL MANAGEMENT, INC.

DUBUQUE, IA · CRD 107097 · IAPD ↗ · 563-588-2097

$3.55BRegulatory AUM
13Advisory reps
15Employees
0Clients
251-500Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
September 2026 — STEELE CAPITAL MANAGEMENT, INC. notice-filed in LA, NH, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — STEELE CAPITAL MANAGEMENT, INC. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.