G
G.C. Steele & Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,355,003
Total clients
31
77% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$624,355
About
G.C. Steele & Company is a fee‑only registered investment adviser offering investment management, investment selection and placement, investment advice, and situational and comprehensive financial planning. Its client base includes individuals and families as well as small businesses, trusts, conservatorships, and retirement plans, with services designed to address income needs, tax status, liquidity, and both short- and long‑term objectives.
The firm’s investment process emphasizes asset allocation as the primary driver of portfolio returns, applying modern portfolio theory, longer holding periods, low trading activity, and the use of no‑load mutual funds and exchange‑traded funds. It primarily operates on a non‑discretionary basis—providing advice and placement while clients retain trading authority—which is relatively uncommon among independent advisers.
The advisor combines a Certified Financial Planner credential with an analytical background from prior military service and research roles, and the firm maintains a fee‑only practice using Charles Schwab as custodian for client assets. Operational features noted in the brochure include a written confidentiality policy, a no‑cost introductory meeting, and an explicit focus on cost‑effective, tax‑aware decision making informed by published portfolio research.
Client services
Financial planning
Portfolio management
Fee options
Fixed fees mentioned in SEC Form ADV Part 1 but no specific amounts stated in brochure
Hourly charges mentioned in SEC Form ADV Part 1 but no specific rates stated in brochure
Fee-only: Fee-only financial planning and investment management
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
G.C. Steele & Company
Solvang CA, United States
Number of offices
1
Forms ADV
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