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Steele Investment Counsel, Ltd. (Dublin)


Steele Investment Counsel, Ltd. is an adviser based in Dublin. It manages $56.39 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.




Steele Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Steele Investment Counsel: assets under management

The assets under management (AUM) of Steele Investment Counsel, Ltd. is $56.39 million. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.73 million in discretionary accounts and $7.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $208.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $425.7 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Steele Investment Counsel, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dublin

The principal office where Steele Investment Counsel, Ltd. performs its advisory services is located at 138 South High Street, Dublin, OH 43017 2154, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-793-8890 or by fax 614-793-8894. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday.


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