STEELE INVESTMENT COUNSEL, LTD.

Overview

Steele Investment Counsel, Ltd. is a small, privately owned investment advisory organized as an LLC that focuses on discretionary portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and shows a clear tilt toward equity strategies, with most of its managed capital held in non-exchange traded equity positions. Steele is not positioned as an ESG-focused adviser, does not act as a pension consultant, and remains classified for a single-state client base. Investment activity centers on concentrated, equity-heavy separate account management rather than broad institutional mandates. Given the firm's size and client profile, the investment approach favors customized SMA solutions for high-net-worth individuals and families, with the adviser selecting third‑party managers when allocating to non-core alternative exposures.

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Location & Offices