# STEELE CAPITAL MANAGEMENT, INC.

STEELE CAPITAL MANAGEMENT, INC. of DUBUQUE, IA is an SEC-registered investment adviser.

## Registration

- CRD: 107097
- Type: SEC-registered investment adviser
- SEC file number: 801-50636
- Location: 1000 JACKSON STREET, SUITE 201, DUBUQUE, IA, 52001
- Phone: 563-588-2097
- Latest filing: 2026-03-18
- Regulatory AUM: $3.5B
- Discretionary AUM: $3.5B
- Non-discretionary AUM: $40.5M
- Clients: 15
- Accounts: 4,418

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos

## Officers, owners & control persons (23)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107097/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107097/similar
- Related entities: https://search.stillhousedata.com/firm/107097/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107097

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.