Senior Portfolio Manager · Steele Capital Management, Inc.
Bradley Lewis
CRD 3007279 · Named on Form ADV at one SEC-registered adviser
At a glance
Steele Capital Management, Inc., an SEC-registered wealth manager based in Dubuque, IA with $3.5 billion in regulatory assets, lists Bradley Lewis on its Form ADV as Senior Portfolio Manager.
Firms and roles
- Steele Capital Management, Inc.Senior Portfolio ManagerWealth manager · Dubuque, IA · $3.5B in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kathryn L. MoranChief Compliance Officer/chief Financial Officer, Steele Capital Management, Inc.
- Michael D. SteeleCeo/president, Steele Capital Management, Inc.
- Nicholas P. SmithSenior Portfolio Manager, Steele Capital Management, Inc.
- Brett A. WesselsChief Investment Officer, Steele Capital Management, Inc.
- Christopher M. BoxleiterDirector of Company Sponsored Retirement Plans, Steele Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.