Steeley Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Steeley Advisory, LLC provides discretionary portfolio management and financial planning to individual investors, pension and profit‑sharing plans, and corporate or business clients. The firm manages both custodial accounts and held‑away employer retirement accounts and also acts as the sponsor and manager of a wrap‑fee program.
Steeley documents client goals and risk tolerances in Investment Policy Statements, applies fundamental analysis with a long‑term trading approach, and seeks discretionary authority to implement asset allocation, security selection, and periodic rebalancing; accounts are reviewed at least monthly. The firm uses an order management system and a third‑party platform to monitor and rebalance held‑away retirement accounts and invests across a broad universe that includes mutual funds, ETFs (including commodity and leveraged structures), fixed income, REITs, private placements and venture capital.
Noteworthy features include operating a wrap fee program and an affiliation with an accounting/CPA practice that provides tax and business advice under common ownership — relationships the brochure discloses as potential conflicts of interest. For a firm with roughly $23.2 million in assets under management and about 22 clients, Steeley’s acceptance of corporate clients and use of institutional custody arrangements (with attendant research/soft‑dollar benefits and a required custodian) distinguishes its service mix from many peers.
Client services
Expertise
Fee options
Fixed financial planning fees negotiated between $500 and $10,000
$0 - $50,000: 2.0000% $50,000 - $100,000: 1.0000% $100,000 - $250,000: 1.0000% $250,000 - $500,000: 1.0000% $500,000 - $750,000: 0.9500% $750,000 - $1,000,000: 0.8500% $1,000,000 - $2,000,000: 0.5000% $2,000,000 - $5,000,000: 0.3333% $5,000,000 - $10,000,000: 0.2000% $10,000,000 - $25,000,000: 0.1000% $25,000,000 - $50,000,000: 0.2000%
$150 to $375 per hour for financial planning services
Fee-only: Fixed fees between $500 and $10,000; hourly fees between $150 and $375
Main office
7272 Wisconsin Avenue, Ninth Floor
Bethesda MD 20814
Advisors at this office
1
Most active in
Maryland · Virginia
Also doing business as
Smg Advisory, LLC · Steeley · Steeley Advisory, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate 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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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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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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