G.C. Steele & Company

RIASEC 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

FINTRX

Overview

G.C. Steele & Company is an independent, single-owner registered investment adviser operating as a sole proprietorship that serves individuals and families. The firm provides financial planning and portfolio management services for individual clients and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is not identified as a multi-state or ESG-focused manager, does not act as a capital allocator or pension consultant, and is not listed as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Gregory Steele

    OwnerCRD 1398858

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth