STEELE ASSET MANAGEMENT

STEELE ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 128806). Regulatory assets under management: $57.7M.

Registration

• CRD: 128806
• Type: Registered investment adviser
• Phone: 856-304-7498
• Latest filing: 2026-03-27
• Regulatory AUM: $57.7M
• Discretionary AUM: $57.7M
• Clients: 1
• Accounts: 181

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128806 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search