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- Custodian
- Charles Schwab & Company · Jackson National Life · Matrix Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 24, 2025 and March 18, 2026, reported AUM increased 17.0%, from $3.0B to $3.5B.
Across 5 reported observations, AUM increased 26.2% between May 25, 2022 and March 18, 2026, from $2.8B to $3.5B.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 13 advisory representatives and 1,644 clients, or 126.5 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 4 reported office locations and 30 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Steele Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
--
- 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
SMA allocation detail is available
Steele Capital Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Steele Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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