Steele Street Capital LLC

RIASEC RegisteredEst. 2024

Total AUM

$140M

Discretionary

$124M

89% of AUM

Avg account

$560K

Accounts

251

Employees

Advisory reps

Firm details

Headquarters: Portsmouth, New Hampshire
CRD number: 331520
Registered since: August 12, 2024
Custodians: LPL FINANCIAL LLC, VOYA INVESTMENTS DISTRIBUTOR, 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

FINTRX

Overview

Steele Street Capital LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm combines advisory services with broker-dealer activity and serves both individual/family and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Steele Street Capital is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser.