STEELE CAPITAL MANAGEMENT, INC.
CRD #107097 SEC #801-50636 DUBUQUE, IA 563-588-2097
SEC Registered
Total AUM
$3B
Discretionary
$3B
Employees
14
Clients
251
Accounts
4,184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3B | $3B | $36.4M | 14 | 0 |
| Mar 2025 | $3B | $3B | $36.4M | 14 | 0 |
| Aug 2024 | $2.7B | $2.7B | $27M | 14 | 0 |
| Mar 2024 | $2.7B | $2.7B | $27M | 14 | 0 |
| Nov 2023 | $2.3B | $2.3B | $22.3M | 14 | 0 |
| Mar 2023 | $2.3B | $2.3B | $22.3M | 14 | 0 |
| May 2022 | $2.8B | $2.8B | $29.5M | 13 | 0 |
| Mar 2022 | $2.8B | $2.8B | $29.5M | 13 | 0 |
| Feb 2022 | $2.8B | $2.8B | $29.5M | 13 | 0 |
| Mar 2021 | $2.5B | $2.4B | $33.1M | 11 | 0 |
| Oct 2020 | $2.2B | $2.1B | $25.1M | 11 | 0 |
| Jun 2020 | $2.2B | $2.1B | $25.1M | 11 | 0 |
| Mar 2020 | $2.2B | $2.1B | $25.1M | 11 | 0 |
| Dec 2019 | $1.8B | $1.8B | $26.9M | 11 | 0 |
| Aug 2019 | $1.8B | $1.8B | $26.9M | 11 | 0 |
| Mar 2019 | $1.8B | $1.8B | $26.9M | 11 | 0 |
| Aug 2018 | $1.9B | $1.9B | $28.5M | 12 | 0 |
| Mar 2018 | $1.9B | $1.9B | $28.5M | 12 | 0 |
| Sep 2017 | $1.8B | $1.8B | $75.7M | 12 | 1,300 |
| Mar 2017 | $1.7B | $1.6B | $60.4M | 12 | 1,300 |
| Dec 2016 | $1.6B | $1.5B | $78.9M | 12 | 1,300 |
| Oct 2016 | $1.6B | $1.5B | $78.9M | 12 | 1,300 |
| Mar 2016 | $1.6B | $1.5B | $78.9M | 12 | 1,300 |
| Jan 2016 | $1.5B | $1.4B | $98.7M | 11 | 1,300 |
| Nov 2015 | $1.5B | $1.4B | $98.7M | 11 | 1,300 |
| Nov 2015 | $1.5B | $1.4B | $98.7M | 11 | 1,300 |
| Nov 2015 | $1.5B | $1.4B | $98.7M | 11 | 1,300 |
| Mar 2015 | $1.5B | $1.4B | $98.7M | 11 | 1,300 |
| Dec 2014 | $1.4B | $1.3B | $108.5M | 11 | 1,300 |
| Mar 2014 | $1.4B | $1.3B | $108.5M | 11 | 1,300 |
| Mar 2014 | $1.4B | $1.3B | $108.5M | 11 | 1,300 |
| Dec 2013 | $1.3B | $1.2B | $137M | 11 | 1,500 |
| Mar 2013 | $1.3B | $1.2B | $137M | 11 | 1,500 |
| Dec 2012 | $1.2B | $1.1B | $126.8M | 17 | 1,500 |
| Apr 2012 | $1.2B | $1.1B | $126.8M | 11 | 1,500 |
| Mar 2012 | $1.2B | $1.1B | $126.8M | 11 | 1,500 |
| Dec 2011 | $1.2B | $1.1B | $127.6M | 11 | 1,500 |
| Jul 2011 | $1.2B | $1.1B | $127.6M | -- | -- |
| Mar 2011 | $1.1B | $992.4M | $106.6M | -- | -- |
| Dec 2010 | $871.9M | $693.9M | $178M | -- | -- |
| Nov 2010 | $871.9M | $693.9M | $178M | -- | -- |
| Mar 2010 | $871.9M | $693.9M | $178M | -- | -- |
| Mar 2009 | $631.1M | $369M | $262.1M | -- | -- |
| Mar 2008 | $791.3M | $472.2M | $319.1M | -- | -- |
| Dec 2007 | $667.1M | $460.6M | $206.4M | -- | -- |
| Mar 2007 | $667.1M | $460.6M | $206.4M | -- | -- |
| Mar 2006 | $541M | $417.3M | $123.7M | -- | -- |
| Sep 2005 | $425M | $363M | $62M | -- | -- |
| Aug 2004 | $346.5M | $295M | $51.5M | -- | -- |
| Mar 2004 | $346.5M | $295M | $51.5M | -- | -- |
| Oct 2003 | $247M | $226.9M | $20.2M | -- | -- |
| May 2002 | $247.6M | $216.5M | $31.1M | -- | -- |
DateOct 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$36.4M
Employees14
Clients0
DateMar 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$36.4M
Employees14
Clients0
DateAug 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$27M
Employees14
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$27M
Employees14
Clients0
DateNov 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$22.3M
Employees14
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$22.3M
Employees14
Clients0
DateMay 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$29.5M
Employees13
Clients0
DateMar 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$29.5M
Employees13
Clients0
DateFeb 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$29.5M
Employees13
Clients0
DateMar 2021
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$33.1M
Employees11
Clients0
DateOct 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$25.1M
Employees11
Clients0
DateJun 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$25.1M
Employees11
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$25.1M
Employees11
Clients0
DateDec 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$26.9M
Employees11
Clients0
DateAug 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$26.9M
Employees11
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$26.9M
Employees11
Clients0
DateAug 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$28.5M
Employees12
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$28.5M
Employees12
Clients0
DateSep 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$75.7M
Employees12
Clients1,300
DateMar 2017
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$60.4M
Employees12
Clients1,300
DateDec 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees12
Clients1,300
DateOct 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees12
Clients1,300
DateMar 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees12
Clients1,300
DateJan 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$98.7M
Employees11
Clients1,300
DateNov 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$98.7M
Employees11
Clients1,300
DateNov 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$98.7M
Employees11
Clients1,300
DateNov 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$98.7M
Employees11
Clients1,300
DateMar 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$98.7M
Employees11
Clients1,300
DateDec 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.5M
Employees11
Clients1,300
DateMar 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.5M
Employees11
Clients1,300
DateMar 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.5M
Employees11
Clients1,300
DateDec 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$137M
Employees11
Clients1,500
DateMar 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$137M
Employees11
Clients1,500
DateDec 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.8M
Employees17
Clients1,500
DateApr 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.8M
Employees11
Clients1,500
DateMar 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.8M
Employees11
Clients1,500
DateDec 2011
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$127.6M
Employees11
Clients1,500
DateJul 2011
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$127.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$992.4M
Non-Disc.$106.6M
Employees--
Clients--
DateDec 2010
Total AUM$871.9M
Discretionary$693.9M
Non-Disc.$178M
Employees--
Clients--
DateNov 2010
Total AUM$871.9M
Discretionary$693.9M
Non-Disc.$178M
Employees--
Clients--
DateMar 2010
Total AUM$871.9M
Discretionary$693.9M
Non-Disc.$178M
Employees--
Clients--
DateMar 2009
Total AUM$631.1M
Discretionary$369M
Non-Disc.$262.1M
Employees--
Clients--
DateMar 2008
Total AUM$791.3M
Discretionary$472.2M
Non-Disc.$319.1M
Employees--
Clients--
DateDec 2007
Total AUM$667.1M
Discretionary$460.6M
Non-Disc.$206.4M
Employees--
Clients--
DateMar 2007
Total AUM$667.1M
Discretionary$460.6M
Non-Disc.$206.4M
Employees--
Clients--
DateMar 2006
Total AUM$541M
Discretionary$417.3M
Non-Disc.$123.7M
Employees--
Clients--
DateSep 2005
Total AUM$425M
Discretionary$363M
Non-Disc.$62M
Employees--
Clients--
DateAug 2004
Total AUM$346.5M
Discretionary$295M
Non-Disc.$51.5M
Employees--
Clients--
DateMar 2004
Total AUM$346.5M
Discretionary$295M
Non-Disc.$51.5M
Employees--
Clients--
DateOct 2003
Total AUM$247M
Discretionary$226.9M
Non-Disc.$20.2M
Employees--
Clients--
DateMay 2002
Total AUM$247.6M
Discretionary$216.5M
Non-Disc.$31.1M
Employees--
Clients--