S
Steele Investment Counsel, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$83,312,988
Total clients
50
26% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$1,666,260
About
Steele Investment Counsel, Ltd. provides discretionary investment supervisory services to individuals as well as pension and profit-sharing plans, trusts, estates, and business entities, charging a percentage of assets under management and overseeing approximately $83.3 million for about 50 clients. The firm also offers occasional wealth-planning and consulting services and generally bills on a percentage-of-AUM basis, a common arrangement for independent advisory practices.
The firm uses both fundamental and technical analysis to guide portfolio construction and employs a mix of long-term, short-term, and trading strategies while explicitly avoiding short sales, margin, and option writing. Portfolios may include mutual funds, ETFs, corporate and municipal debt, and the firm may use long/short and inverse ETFs broadly and leveraged ETFs for select clients with a required written authorization; the adviser also reserves the right to implement tactical asset-allocation changes without prior client notice.
Compared with many peers, the firm uncommon ly serves institutional clients (pension and profit-sharing plans) and brings extensive prior experience managing large trust and pension assets before operating as a solo independent adviser. Other notable features in the brochure include a long-standing negotiated custody relationship with Charles Schwab, a fee schedule that the firm notes has not materially changed in decades, and the firm’s operation as a single-advisor practice without a maintained website.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Negotiated flat fee for additional non-investment supervisory services
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $6,000,000: 0.65% $6,000,000 - $10,000,000: 0.55% $10,000,000+: Negotiable
Negotiated hourly rate for additional non-investment supervisory services
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 (minimum assets under management of $500,000)
Main office location
Steele Investment Counsel, Ltd.
5005 Horizons Dr., Ste 100
Columbus OH 43220, United States
Number of offices
1
Most active in
Steele Investment Counsel, Ltd. has reported serving >5 clients in these states in the last 12 months.
Ohio · 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 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.
Forms ADV
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