Steed Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Steed Investments, LLC provides investment advisory services, financial planning, and hourly or project-based consulting to individuals, trusts and business entities. The firm prepares tailored financial plans, offers portfolio allocation and investment recommendations, and conducts periodic reviews to help clients work toward their stated objectives.
The adviser employs both fundamental and technical analysis and relies on public sources such as company filings, research materials and market data to make recommendations across equities, fixed income, mutual funds, options and government securities. Services are advisory only: the firm does not provide discretionary portfolio management, and clients retain custody and select their own brokers and custodians.
What distinguishes Steed from many peers is its reliance on hourly and project-based consulting fees rather than percentage-of-assets-under-management, and its most recent filing reports no assets under discretionary management. The brochure also discloses the principal’s unrelated business activities — part-time oil and gas consulting for family interests and full-time ownership/operation of a resort — which the firm states are conducted separately from its advisory services.
Client services
Expertise
Fee options
Fixed fees typically range from $2,000 to $4,000 depending on complexity for a complete financial plan
$200 per hour for planning and consulting services
Fee-only: Hourly fees of $200 for planning and consulting services; fixed fees typically range from $2,000 to $4,000 for a complete financial plan, negotiable per client
Main office
Graford TX
Advisors at this office
1
Most active in
Texas
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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