STEELE CAPITAL MANAGEMENT, INC.

1000 Jackson Street
Suite 201
Dubuque, Iowa 52001
Tel: 563-588-2097

About STEELE CAPITAL MANAGEMENT, INC.

STEELE CAPITAL MANAGEMENT, INC, formally registered with the SEC as STEELE CAPITAL MANAGEMENT, INC. The firm was established in 11/17/1995. They have over 3 offices throughout the country.

STEELE CAPITAL MANAGEMENT, INC. is a Dubuque, Iowa based Financial Planning firm with nearly $2,692,631,181 assets under management, offering retirement planning & investment advisory services to 4060 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107097
SEC#	801-50636
Assets Managed by Firm	$2,692,631,181
No. of Clients	4060
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	4060	$2,692,631,181
Individuals (other than high net worth individuals)	992	$395,887,460
High net worth individuals	464	$1,609,806,453
Pension and profit sharing plans	103	$639,660,158
Charitable organizations	Fewer than 5 clients	$10,677,822
Corporations or other businesses	20	$36,599,288

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