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- Custodian
- Charles Schwab & Company · Jackson National Life · Matrix Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-1995
- Office Locations
- 4
Office Locations
About Steele Capital Management, Inc.
Steele Capital Management is an Iowa-based RIA offering CFP-led comprehensive financial planning (retirement, estate, and tax planning) alongside investment management. The firm serves individuals, families, and business owners seeking a thoughtful, long-term approach, and designs company-sponsored retirement plans. Portfolios commonly use ETFs and mutual funds, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER MATTHEW BOXLEITER
Investment Advisor
- CRD
- #5352437
- Ownership
- 5% but less than 10%
BRADLEY LEWIS
Investment Advisor, Senior Portfolio Manager
- CRD
- #3007279
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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Thomas Joseph Halatek
Investment Advisor
- CRD
- #7939282
VERNON HAROLD HENJES
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- CRD
- #6150316
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,506,818,278 | $801,375 |
| Non-Discretionary | $40,521,515 | $964,798 |
| Total | $3,547,339,793 | $802,929 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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