# G.C. Steele & Company

> G.C. Steele & Company is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 136953
- Filed as: G.C. STEELE & COMPANY
- Legal name: Steele Gregory Charles
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136953
- AdvisorCensus page: https://advisorcensus.com/firm/g-c-steele-and-company-136953

## Quick answers

**How is G.C. Steele & Company compensated?**
On its Form ADV (Item 5.E, October 2026), G.C. Steele & Company reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is G.C. Steele & Company registered with the SEC or a state?**
G.C. Steele & Company is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 136953.

**How much does G.C. Steele & Company manage?**
G.C. Steele & Company reports $23,670,000 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (0% discretionary).

**What types of clients does G.C. Steele & Company serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (4).

**Does G.C. Steele & Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136953

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,670,000
- Discretionary: $0
- Non-discretionary: $23,670,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $5,569,412 |
| High net worth individuals | 13 | $18,100,588 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. G.C. Steele & Company (CRD 136953): Form ADV filing data as of October 2026.