Steele Street Capital LLC

Steele Street Capital provides investment advisory and planning services to individuals, families and their affiliated trusts, business owners, and retirement plan sponsors. The firm operates under several trade names — Steele Street Wealth Management, Steele Street Capital Ascent, Steele Street Capital Planning, and Steele Street Solutions — offering comprehensive wealth management, limited-scope wealth-building programs, standalone financial planning, and retirement-plan and business-transition consulting.

The firm generally manages client assets on a discretionary, client-by-client basis and develops household-level asset allocation plans that can include ETFs, mutual funds, individual equities, bonds, structured notes and private placements. Steele Street states a preference for ETFs to lower costs and tax impact, uses technical analysis alongside publicly available research, and handles legacy holdings and share-class conversions while considering adverse tax consequences.

Uncommonly for supported firms, Steele Street sponsors a wrap fee program through LPL Financial, paying a flat asset-based fee to LPL that covers client transaction costs; the firm also uses custodial platforms from LPL and Betterment, arrangements that provide operational support but create potential conflicts of interest because SSC receives services tied to those relationships. Steele Street additionally provides both ERISA 3(21) and 3(38) retirement-plan services and business cash‑management/transition work, and discloses that certain professionals are licensed insurance agents who may receive commissions for insurance product sales.