STEELE CAPITAL MANAGEMENT, INC. of DUBUQUE, IA is an SEC-registered investment adviser (CRD 107097). Regulatory assets under management: $3.5B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos.
| Name | Role | Location |
|---|---|---|
| Kathryn Lynn Moran | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| Michael Daniel Steele | CEO/PRESIDENT; TRUSTEE | — |
| Bradley Lewis | SENIOR PORTFOLIO MANAGER | MOSCOW, ID |
| Nicholas Patrick Smith | SENIOR PORTFOLIO MANAGER | — |
| Brett Allen Wessels | CHIEF INVESTMENT OFFICER | — |
| Christopher Matthew Boxleiter | DIRECTOR OF COMPANY SPONSORED RETIREMENT PLANS | — |
| Ashley E Steele | BENEFICIARY OF TRUST | — |
| Daniel Louis Steele | BENEFICIARY OF TRUST | — |
| Brigid A Steele | TRUSTEE | — |
| SMITH BRIEN PATRICK | SENIOR PORTFOLIO MANAGER | — |
| TIMMERMAN KEVIN JOSEPH | PRESIDENT | — |
| STEELE SUSAN S | OWNER | — |
| REEG KATHRYN LYNN | CHIEF COMPLIANCE OFFICER | — |
| LEWIS JERALD BRADLEY | SENIOR PORTFOLIO MANAGER | — |
| STEELE MICHAEL DANIEL | CEO; CEO/PRESIDENT; TRUSTEE | — |
| MORAN KATHRYN LYNN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER/DIRECTOR (+1 more) | — |
| KAPLER DAVID JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| WESSELS BRETT ALLEN | CHIEF INVESTMENT OFFICER | — |
| BOXLEITER CHRISTOPHER MATTHEW | DIRECTOR OF COMPANY SPONSORED RETIREMENT PLANS | — |
| STEELE MICHAEL A | TRUSTEE | — |
| DOYLE MICHAEL HUGH | PRESIDENT | — |
| STEELE ASHLEY E | BENEFICIARY OF TRUST | — |
| STEELE DANIEL LOUIS | BENEFICIARY OF TRUST | — |