S
$83.3M Total AUM
$83.3M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
38 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-1988
- Office Locations
- 1
Office Locations
5005 Horizons Dr., STE 100 Columbus OH
About Steele Investment Counsel, Ltd.
Steele Investment Counsel, Ltd. is a Columbus-based RIA. The firm has been operating for 38 years. Managing $83.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$83.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL BROOKE STEELE SR
Investment Advisor, Managing Partner
- CRD
- #1011171
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,312,988 | $208,227 |
| Non-Discretionary | $0 | $425,698 |
| Total | $83,312,988 | $223,761 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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