STEELE CAPITAL MANAGEMENT, INC.

CRD 107097File 801-50636

APPROVED

Retail clients

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.55B

Top 25% of cohort (national)

Discretionary AUM

$3.51B

Non-discretionary $40.5M

Clients

1,644

4,418 accounts

Employees

Top 25% of cohort in IA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Nov 17, 1995
Principal office: 1000 JACKSON STREET, SUITE 201, DUBUQUE, IA, 52001
Phone: 563-588-2097
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/STEELE-CAPITAL-MANAGEMENT-INC-/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.55B
Discretionary AUM: $3.51B
Non-discretionary AUM: $40.5M
Discretionary accounts: 4,376
Non-discretionary accounts: 42
Total accounts: 4,418
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	20	$26.0M
Charitable organizations	Fewer than 5	$9.7M
High net worth individuals	582	$2.27B
Pension and profit sharing plans	103	$852.7M
Individuals (other than high net worth individuals)	939	$387.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.