CRD: 128806
Steele Asset Management
$57.7M Total AUM
$57.7M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
27 yrs Firm Age
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- Custodian
- Ameritas · Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-1999
- Office Locations
- 1
Office Locations
-- Fort Lauderdale FL
About Steele Asset Management
Steele Asset Management is a fiduciary, fee-aligned money manager providing personalized portfolio management across different levels of wealth. The firm targets performance with low volatility and tax efficiency, using diversification, rebalancing and dollar-cost averaging; portfolios are ETF-centric. Clients receive quarterly customized account snapshots via email, and the firm does not sell insurance or other financial products.
Team overview
-- AVG AGE
$57.7M AVG AUM / ADVISOR
$930.3K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
S
SHERMAN MARQUIS STEELE
President
- CRD
- #4716549
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,680,171 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,680,171 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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