Overview
Assets Under Management: $140 million
Headquarters: KITTERY, ME
High-Net-Worth Clients: 31
Average Client Assets: $2.4 million
Frequently Asked Questions
STEELE STREET CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331520), STEELE STREET CAPITAL LLC is subject to fiduciary duty under federal law.
STEELE STREET CAPITAL LLC is headquartered in KITTERY, ME.
STEELE STREET CAPITAL LLC serves 31 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, STEELE STREET CAPITAL LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STEELE STREET CAPITAL LLC manages $140 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, STEELE STREET CAPITAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.07%
Average Client Assets: $2.4 million
Total Client Accounts: 251
Discretionary Accounts: 238
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 331520
Filing ID: 2058909
Last Filing Date: 2026-03-13 10:58:51