G.C. Steele & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GC Steele & Company is a fee-only, state-registered investment adviser that provides individual portfolio management, comprehensive financial planning, and focused consulting to individuals (including high-net-worth clients) and small businesses. The firm operates as a single-advisor practice and manages roughly $24 million for a compact client base of 17 relationships.
The firm manages client accounts on a non-discretionary basis, supervising portfolios according to each client’s stated objectives, tax considerations, and any client-imposed restrictions; trades are implemented only after client approval. Its investment work combines fundamental and technical analysis, asset allocation and mutual fund/ETF review with a generally long-term orientation, and accounts are reviewed quarterly with written financial plans delivered as part of planning engagements.
Notable features include the firm’s longstanding single-practitioner track record (in operation since 1985) and its emphasis on non-discretionary advisory relationships, which is uncommon among independent advisers of this type. The firm also does not vote client proxies, recommends a national custodian for execution and custody, and provides periodic written reports while maintaining a policy of direct-debit fee billing through the custodian.
Client services
Expertise
Fee options
Fixed fees typically ranging from $1,500 to $6,000 for financial planning
$0 - $1,000,000: 1% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.5%
$250 to $350 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Fee-only financial planning and investment management services
Main office
Solvang CA
Advisors at this office
1
Most active in
California
Also doing business as
G.C. Steele & Company · Gregory Charles Steele Dba · Steele Gregory Charles
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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