# STEFFES FINANCIAL, LTD

STEFFES FINANCIAL, LTD is an Asset Manager based in Overland Park, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Fargo, ND, United States
- **Assets under management:** Undisclosed
- **Website:** steffesfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/steffes-financial

## Regulatory record

- **CRD number:** 134530
- **SEC file number:** 801-64179
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134530

## About

STEFFES FINANCIAL, LTD is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2005. The firm manages $611 million in assets, with $355 million on a discretionary basis. It has 4 employees and 3 investment advisers.

## Sectors

- Real Estate
- Private Credit

## People

- Michael G. Steffes — President

## Questions

### How does Steffes Financial source its deals?

The firm sources primarily through long-standing relationships within the Fargo-Moorhead business community, including regional banks, commercial real estate brokers, and law firms in Cass and Clay counties. This relationship-based origination model provides early access to off-market commercial properties and private lending opportunities that national platforms rarely see.

### Does Steffes Financial manage outside capital or is it a single-family vehicle?

The firm operates as an investment vehicle for Michael G. Steffes and his capital. There is no public indication that it solicits or manages third-party limited-partner capital, which places it closer in structure to a family-directed investment office than a registered investment adviser marketing to external allocators.

### Which sectors and geographies does Steffes Financial avoid?

The firm does not appear to invest outside the Upper Midwest, and there is no record of allocations to technology startups, life sciences, or venture-stage companies. Its investment perimeter remains tightly bounded to North Dakota, western Minnesota, and assets tied to the region's real estate and industrial base.

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- [Nichols Group](https://altss.com/profile/nichols-group-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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