RIA Intel›Advisers›Georgia›STEELE ADVISORY LLC

STEELE ADVISORY LLC

Advisory

ATLANTA, GA

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account

$201K

across 53 accounts

AUM per adviser

$11M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$11M

Discretionary %

95.5%

Clients

26

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$11M

Discretionary AUM$10M

Non-Discretionary AUM$484K

Discretionary %95.5%

Total Clients26

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

ARCH FINANCIAL PLANNING, LLC

$10M

YONGCHANG COMPANY INC

DULUTH, GA

$10M

RCHRISTIAN FINANCIAL CONSULTANTS, LLC

$11M

TSJ ADVISORY GROUP INC

ALPHARETTA, GA

$11M

-31.3% 1Y

PEARSON INVESTMENT MANAGEMENT, LLC

$11M

JOSEPH JEKYLL ADVISERS LLC

$10M

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