# Steele Financial Studios

Steele Financial Studios is a RIA based in Atlanta, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** steelefinancialstudios.com
- **LinkedIn:** https://www.linkedin.com/company/charlesmsteele

## Regulatory record

- **CRD number:** 336717
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336717

## About

STEELE FINANCIAL STUDIOS is a state-registered investment adviser in Atlanta, GA. The firm manages $11 million in assets, $10 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services
- Enterprise Software

## People

- James Steele — Founder and Managing Principal

## Questions

### Who runs investment decisions at Steele Financial Studios?

James Steele, the founder and managing principal, makes all major investment decisions. The office employs a small team of analysts and operations staff to source and evaluate direct investments and co-investment opportunities (public record).

### How does Steele Financial Studios source proprietary deal flow?

The office sources deals through direct outreach to healthcare operators, private credit originators, and real estate developers. Steele also cultivates relationships with mid-market private equity sponsors who offer co-investment opportunities on a club basis (public record).

### Does Steele Financial Studios participate in fund commitments or only direct deals?

The office prefers direct investments and co-investments alongside sponsors, but has also made limited partner commitments to a small number of private credit funds. Fund commitments are used to gain exposure to broader credit markets and network access (public record).

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Last updated: 2026-07-06T01:24:25.985Z

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