Steeley Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,232,111
Clients
22
36% high-net worth
Advisors
1
of 1 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
22
TypicalAverage account size
$1,056,005
About
Steeley Advisory, LLC provides discretionary portfolio management and financial planning to individual investors, pension and profit‑sharing plans, and corporate or business clients. The firm manages both custodial accounts and held‑away employer retirement accounts and also acts as the sponsor and manager of a wrap‑fee program.
Steeley documents client goals and risk tolerances in Investment Policy Statements, applies fundamental analysis with a long‑term trading approach, and seeks discretionary authority to implement asset allocation, security selection, and periodic rebalancing; accounts are reviewed at least monthly. The firm uses an order management system and a third‑party platform to monitor and rebalance held‑away retirement accounts and invests across a broad universe that includes mutual funds, ETFs (including commodity and leveraged structures), fixed income, REITs, private placements and venture capital.
Noteworthy features include operating a wrap fee program and an affiliation with an accounting/CPA practice that provides tax and business advice under common ownership — relationships the brochure discloses as potential conflicts of interest. For a firm with roughly $23.2 million in assets under management and about 22 clients, Steeley’s acceptance of corporate clients and use of institutional custody arrangements (with attendant research/soft‑dollar benefits and a required custodian) distinguishes its service mix from many peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement withdrawal strategies
Annuities
Private / alternative investments
Real estate investing
Fee options
Fixed financial planning fees negotiated between $500 and $10,000
$0 - $50,000: 2.0000% $50,000 - $100,000: 1.0000% $100,000 - $250,000: 1.0000% $250,000 - $500,000: 1.0000% $500,000 - $750,000: 0.9500% $750,000 - $1,000,000: 0.8500% $1,000,000 - $2,000,000: 0.5000% $2,000,000 - $5,000,000: 0.3333% $5,000,000 - $10,000,000: 0.2000% $10,000,000 - $25,000,000: 0.1000% $25,000,000 - $50,000,000: 0.2000%
$150 to $375 per hour for financial planning services
Fee-only: Fixed fees between $500 and $10,000; hourly fees between $150 and $375
Main office location
Steeley Advisory, LLC
7272 Wisconsin Avenue, Ninth Floor
Bethesda MD 20814, United States
Number of offices
1
Most active in
Steeley Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · 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:
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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