STEELE STREET CAPITAL LLC
Firm details
- Headquarters
- KITTERY, Maine
- CRD number
- 331520
- Registered since
- August 12, 2024
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.07%
- Pension & Profit Sharing Plans32.32%
- Individuals9.18%
- Corporations / Businesses5.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Steele Street Capital LLC is an independent registered investment adviser and broker-dealer that serves both individual & family clients and institutional accounts. The firm emphasizes equity-oriented portfolios — its filings identify a clear preference for exchange-traded equities — and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. As an independent RIA with individual ownership and SEC registration in 2024, the firm positions itself to deliver customized advice and managed accounts rather than scale-driven product distribution.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities55%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents8%
- Private Funds1%
Owners & executives
1 of 1DAVID GERASIN
CEOCRD 4775582
Contacts
1 of 1PEYTON OAKES-BRYDEN
Director of Client OperationsCRD 8163081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KITTERY, ME
YORK
Location
KITTERY, ME
Headquartered in KITTERY, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- YORK
- Address
- 1 Me236
- Time zone
- ET (UTC-5)
- Office locations
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