# Steele Financial Studios

> Steele Financial Studios is a state-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 336717
- Filed as: STEELE FINANCIAL STUDIOS
- Legal name: Steele Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336717
- AdvisorCensus page: https://advisorcensus.com/firm/steele-financial-studios-atlanta-ga-336717

## Quick answers

**How is Steele Financial Studios compensated?**
On its Form ADV (Item 5.E, October 2026), Steele Financial Studios reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Steele Financial Studios located?**
Steele Financial Studios' principal office is in Atlanta, GA, according to its Form ADV.

**Is Steele Financial Studios registered with the SEC or a state?**
Steele Financial Studios is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336717.

**How much does Steele Financial Studios manage?**
Steele Financial Studios reports $10,672,097 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (95% discretionary).

**What types of clients does Steele Financial Studios serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (1); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Steele Financial Studios 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/336717

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,672,097
- Discretionary: $10,188,082
- Non-discretionary: $484,015

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $6,215,385 |
| High net worth individuals | 1 | $3,972,697 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $484,015 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- steelefinanicalstudios.com
- LinkedIn @steele-financial-studios
- LinkedIn @charlesmsteele

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steele Financial Studios (CRD 336717): Form ADV filing data as of October 2026.