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STEELE STREET CAPITAL LLC

PORTSMOUTH, NH · CRD 331520 · IAPD ↗ · steelestreetcapital.com · 207-475-0060

$140.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — STEELE STREET CAPITAL LLC moved its main office from KITTERY, ME to PORTSMOUTH, NH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2026 — STEELE STREET CAPITAL LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
April 2026 — STEELE STREET CAPITAL LLC reported RAUM up 38% ($101.7M -> $140.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2025 — STEELE STREET CAPITAL LLC notice-filed in FL, MA, NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — STEELE STREET CAPITAL LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — STEELE STREET CAPITAL LLC (KITTERY, ME) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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