Steele Street Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$87,434,861
Clients
79
Advisors
2
of 3 employees
About
Steele Street Capital serves individuals, families, affiliated trusts, and business clients through multiple service lines: Steele Street Capital Wealth Management (comprehensive advisory), Ascent by Steele Street Capital (limited-scope advisory), Steele Street Capital Planning (financial and investment planning), and Steele Street Capital Solutions (retirement-plan consulting and business transition services). The firm manages assets on both a discretionary and non-discretionary basis and also offers cash management services.
The firm places client accounts on custodian platforms provided by LPL Financial and Betterment Advisor Solutions and may employ independent third‑party managers; accounts that utilize LPL programs are operated as wrap‑fee programs. Fees are typically debited directly from client accounts on a quarterly basis, and the firm offers a mix of AUM-based, fixed, and hourly fee arrangements depending on the service line.
What is distinctive for SSC is its role as a sponsor of wrap‑fee programs—an arrangement less common among similar supported firms—and the combination of traditional wealth management with business transition and cash‑management consulting marketed under separate trade names. The brochure also discloses a prior customer dispute (over 15 years old) and notes that independent managers and certain program arrangements can result in separately debited fees, details that may affect fee layering and conflicts.
Client services
Expertise
Fee options
Annual flat fee between $2,500 and $25,000 for financial planning; $10,000 to $100,000 annual fixed fee for business transition and cash management services
$0 - $1,000,000: 0.35% to 2.00% for Steele Street Capital Wealth Management $0+: 0.175% to 0.75% for Ascent by Steele Street Capital $0+: 0.10% to 0.50% for Steele Street Capital Solutions
$300 per hour for Steele Street Capital Planning; $350 per hour for business transition and cash management services
Account minimum: $1,875 Minimum fee: Minimum fixed fees of $3,750, $1,875, and $2,500 depending on service Fee-only: Hourly rate of $300 for financial planning; $350 for business transition and cash management services; flat fees with minimums for several services
Main office
875 Greenland Road, Unit A11
Portsmouth NH 03801
Advisors at this office
2
Most active in
Florida · Maine · Massachusetts · New Hampshire · 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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
Advisors at this firm
Peyton O
Verified by Warmer
Series 65
Portsmouth, NH
Steele Street Capital LLC
Peyton Oakes Bryden is a Series 65 credentialed advisor at Steele Street Capital LLC with one year of industry experience. Prior to joining Steele Street Capital, he worked at Prescott Hamilton International for three years and was employed by the University of New Hampshire for four years. Outside of his advisory work, he owns IBW Group, LLC, which designs and manufactures camera systems. Steele Street Capital serves individuals, families, affiliated trusts, and business clients through various service lines including comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary asset management, utilizing custodian platforms such as LPL Financial and Betterment Advisor Solutions, and is notable for sponsoring wrap-fee programs and integrating business transition and cash-management consulting.
David G
Series 66
Portsmouth, NH
Steele Street Capital LLC
David Gerasin is a financial advisor at Steele Street Capital LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for 12 years. Outside his advisory role, he is involved in managing several commercial real estate ventures through various family-owned entities. Steele Street Capital serves individuals, families, affiliated trusts, and business clients with comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm manages assets on both a discretionary and non-discretionary basis and offers a combination of traditional wealth management with business transition and cash-management consulting.
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