A complete list of active advisors currently associated with Steed Investments, LLC

Warmer can help you find a great advisor at Steed Investments, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Steed Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gelasia Steed	Graford, TX	23

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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