STEELEY ADVISORY, LLC

Overview

Steeley Advisory, LLC is an independent registered investment advisor organized as an LLC that focuses on planning and portfolio management for individual and family clients. The firm runs a fee schedule that includes a percentage of assets under management alongside hourly and fixed-fee engagements, which supports both ongoing discretionary relationships and project-based financial planning work. Investment activity is concentrated in pooled public funds—mutual funds and similar vehicles—while the firm also incorporates limited allocations to alternative strategies (venture capital, private placements, and real estate) and annuities when those fit client objectives. Client relationships are relatively concentrated, which suggests a boutique advisory approach with hands-on client service and case-by-case use of illiquid or private investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices