RIA Intel›Advisers›New Jersey›STEELE, SHERMAN MARQUIS

STEELE, SHERMAN MARQUIS

Advisory

NJ

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in NJ

#686

of 775 advisers by AUM

Average account

$319K

across 181 accounts

AUM per adviser

$58M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$58M

Discretionary AUM$58M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InFL, NJ, PA

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

62 clients

20 high-net-worth

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

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