Steele Street Capital LLC

Overview

Headquarters

Portsmouth, NH

Total Firm Assets

$140 million

Average High-Net-Worth Client Portfolio Size

$2.4 million

Fee Disclosure

Source: STEELE STREET CAPITAL LLC BROCHURE (2026-07-21) · View brochure text

Stated Minimum Annual Fee: $3,750

Estimated Annual Advisory Fees

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

53.07%

Number of High-Net-Worth Clients

31

Total Client Accounts

251

Discretionary Accounts

238

Non-Discretionary Accounts

13

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number

331520

• STEELE STREET CAPITAL LLC BROCHURE (2026-07-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions