A complete list of active advisors currently associated with Steeley Advisory, LLC

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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.

To learn more about the advisors currently working at Steeley Advisory, 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.