Springsteel Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,205,264
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
62
42% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
HighAverage account size
$922,666
About
Springsteel Investment Advisors provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), corporations, non‑profits, and retirement plan sponsors and participants. Like most peers in its category, the firm charges percentage‑of‑AUM advisory fees for managed accounts and also offers hourly financial planning engagements.
The firm emphasizes a long‑term, fundamentals‑based investment approach, building diversified portfolios across individual equities, mutual funds, ETFs and fixed‑income securities while adjusting allocations to match client objectives and market conditions. Portfolios are implemented on a discretionary basis with ongoing monitoring and custodial arrangements that support consolidated reporting and trade execution.
A distinctive element disclosed in the brochure is the firm’s affiliation with an accounting practice, Springsteel PC, which provides tax preparation and planning services (clients are not required to use those services). The firm also combines individual wealth management with retirement‑plan fiduciary offerings (both 3(21) consulting and 3(38) discretionary management) and may engage third‑party reviewers such as Wilshire for plan‑level due diligence, a service mix that is less common among similarly sized advisory firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
$400 per hour, negotiable
Account minimum: $250,000
Main office location
Springsteel Investment Advisors, LLC
2198 E Camelback Rd, Suite 220
Phoenix AZ 85016, United States
Number of offices
1
Most active in
Springsteel Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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.
Forms ADV
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