Steele Financial Studios
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,672,097
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
25
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$426,884
About
Steele Financial Studios is an independent, state‑registered investment adviser that serves high‑net‑worth individuals, businesses, and retirement plans. The firm offers discretionary investment management, comprehensive wealth planning as well as standalone financial planning engagements (including fixed‑fee and ongoing monthly arrangements), and retirement‑plan advisory services under ERISA.
The adviser follows a primarily long‑term, fundamental‑analysis approach, building portfolios from low‑cost mutual funds, ETFs, individual stocks and bonds while retaining legacy holdings when appropriate for tax or fit; portfolios are monitored and rebalanced as client needs or market conditions dictate. For implementation it may employ unaffiliated investment managers and an institutional platform (Altruist’s Model Marketplace), performing initial and ongoing due diligence and oversight while acting as a fiduciary.
Noteworthy aspects disclosed in the brochure include the firm’s provision of ERISA Section 3(21) retirement plan advisory services and an affiliated insurance business through which the owner sells insurance products and may receive commission compensation, creating a disclosed conflict of interest. The firm operates as a solo practitioner with a small client base (around 25 clients and roughly $10.7 million in AUM), generally targets clients with a minimum relationship size of $250,000, and discloses receipt of technology and economic benefits from its custodian relationship.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Fee options
Standalone financial planning services: $5,000 to $10,000 per engagement
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Ongoing financial planning services: $100 to $500 per month
Account minimum: $250,000 Fee-only: Standalone financial planning services: $5,000 to $10,000 per engagement; Ongoing financial planning services: $100 to $500 per month
Main office location
Steele Financial Studios
3101 Cobb Pkwy Se, Suite 124
Atlanta GA 30339, United States
Number of offices
1
Most active in
Steele Financial Studios has reported serving >5 clients in these states in the last 12 months.
Georgia · Virginia
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
Quick links
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