Insights

Holistic Offerings Steele Capital emphasizes integrated financial planning and fiduciary guidance with a technology-assisted approach, presenting a cross-sell opportunity to upsell related advisory services, financial planning tools, and personalized tech-enabled portfolio monitoring.

Strategic Asset Stakes Recent sizeable equity positions in consumer staples, healthcare, and broad U.S. large-cap indexes indicate active multi-asset allocation and potential for expanded relationship coverage across ETF research, institutional-style advisory services, and ongoing portfolio construction consulting.

Growth Engine Revenue range of 25 to 50 million and a mid-sized team (11-50 employees) suggest capacity for scalable managed accounts, expanded client onboarding services, and performance analytics offerings to institutions or high-net-worth individuals.

Leadership Momentum Notable leadership addition with Mike Doyle serving as President since 2021 points to stability and potential for strategic partnerships, executive-level introductions, and co-sell opportunities with firms seeking aligned investment philosophy.

Recognition & Growth Past CNBC top 100 recognition and ongoing investment activity across multiple asset classes signal credibility and opportunity to partner on marketing collaborations, outsource analytics, and technology stack enhancements to attract new clients.

Steele Capital Management, Inc. Tech Stack

Steele Capital Management, Inc. uses 8 technology products and services including Calendly, Amazon Web Services, Joomla, and more. Explore Steele Capital Management, Inc.'s tech stack below.

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

Joomla

Content Management System

WordPress

Content Management System

Shopify

E-commerce

Google Cloud

Infrastructure As A Service

WP Engine

Platform As A Service

Datadog

Real User Monitoring

Steele Capital Management, Inc. Email Formats	Example	Percentage
First@steelecapital.com	John@steelecapital.com	100%

Steele Capital Management, Inc. Email Formats

Example

Percentage

First@steelecapital.com

John@steelecapital.com

100%

Frequently Asked Questions

What is Steele Capital Management, Inc.'s phone number?

You can contact Steele Capital Management, Inc.'s main corporate office by phone at

+1-800-397-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Steele Capital Management, Inc.'s official website and social media links?

Steele Capital Management, Inc.'s official website is steelecapital.com and has social profiles on LinkedIn.

How much revenue does Steele Capital Management, Inc. generate?

As of September 2026, Steele Capital Management, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Steele Capital Management, Inc.'s NAICS code?

Steele Capital Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Steele Capital Management, Inc. have currently?

As of September 2026, Steele Capital Management, Inc. has approximately 18 employees across 1 continents, including North America. Key team members include Director Of Tax Planning: V. H., Senior Financial Advisor: K. G. and Client Service Specialist: J. K. Explore Steele Capital Management, Inc.'s employee directory with LeadIQ.

What industry does Steele Capital Management, Inc. belong to?

Steele Capital Management, Inc. operates in the Investment Management industry.

What technology does Steele Capital Management, Inc. use?

Steele Capital Management, Inc.'s tech stack includes Calendly, Amazon Web Services, Joomla, WordPress, Shopify, Google Cloud, WP Engine and Datadog.

What is Steele Capital Management, Inc.'s email format?

Steele Capital Management, Inc.'s email format typically follows the pattern of First@steelecapital.com. Find more Steele Capital Management, Inc. email formats with LeadIQ.

When was Steele Capital Management, Inc. founded?

Steele Capital Management, Inc. was founded in 1995.

Steele Capital Management, Inc.

Q: What technology does Steele Capital Management, Inc. use?

Steele Capital Management, Inc.'s tech stack includes Nginx, WordPress, Gravity Forms, Google Cloud, PHP.

Q: What is Steele Capital Management, Inc.'s NAICS code?

Steele Capital Management, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementIowa, United States11-50 Employees

Steele Capital Management, Inc. operates in the investment management sector and is based in Dubuque, Iowa. The firm takes a holistic view of clients' goals, emphasizing that it does not sell products beyond its financial knowledge and that recommendations are made with the client's best interests in mind. It combines decades of advisor experience with technology to help clients build a solid financial foundation. The approach centers on objective guidance rather than product sales.

As part of a smaller investment management practice, Steele Capital positions itself as a partner that helps clients navigate financial complexity through integrated planning and ongoing guidance. The firm's emphasis on independence and objective advice reflects its stance as a non-selling advisor that leverages experience alongside technology to support decision making.

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