G.C. Steele & Company
RIAState Registered
Total AUM
$23.7M
Discretionary
$0
0% of AUM
Avg account
$526K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 136953
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.47%
- Individuals23.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
G.C. Steele & Company is an independent, sole-proprietorship RIA that serves individual and family clients. The firm operates as an individual-owned advisory practice rather than a capital allocator or network affiliate. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation arrangements include a percentage-of-assets fee option alongside hourly and fixed-fee engagements, and the adviser reports not to be an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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