Bradley Lewis
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- Full Name
- Bradley (Brad) Lewis
- Title
- Senior Financial Advisor; minority owner; member of the Investment Advisory Committee
- Firm
- Steele Capital Management, Inc.
- Firm Type
- Registered Investment Advisor (RIA) / wealth-management and financial-planning firm — *not* an angel/venture fund (see note below)
- Investment Stage
- N/A — the firm manages diversified client investment portfolios (public markets), not seed-stage startup rounds
- Check Size
- Not applicable / not disclosed (client portfolio management, not startup checks)
- Target Company Profile
- N/A — clients are individuals, families, and business owners rather than startups
- Sector Focus
- Broad public-market investment management (equities, fixed income, retirement/estate planning); no stated startup sector thesis
- Geographic Focus
- United States, with a client base concentrated in Iowa and the Midwest
- Location
- Dubuque, Iowa (1000 Jackson Street, Suite 201, Dubuque, IA 52001)
Background
Bradley "Brad" Lewis is a Senior Financial Advisor and minority owner at Steele Capital Management, Inc., an independent Registered Investment Advisor based in Dubuque, Iowa. He joined the firm in 1997 and has more than two decades of experience managing client investment portfolios and building multi-generational client relationships. He sits on the firm's investment committee, where he helps develop the firm's investment philosophy, strategic planning initiatives, and portfolio construction.
Lewis is both a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® (CFP®), and he applies that dual tax-and-planning background to comprehensive financial planning — coordinating tax strategy, retirement planning, and estate planning around each client's broader life goals. Advisor-directory listings describe him as a Dubuque-based financial advisor with roughly 20–24 years of relevant experience.
He earned both his undergraduate and master's degrees in accounting from the University of Iowa's Tippie College of Business. He was also a collegiate golfer at Iowa and a member of the Hawkeyes' 1992 Big Ten Championship team.
Steele Capital Management is a fiduciary RIA offering personalized financial planning, investment management, estate and tax planning, insurance consultation, and corporate/401(k) retirement plan services for individuals, families, and business owners. It is a wealth-management practice rather than a venture or angel investment vehicle.
Investment Thesis & Focus
- Operates within a wealth-management / RIA framework, not startup investing: builds and manages diversified client portfolios rather than writing angel checks.
- As an investment-committee member, contributes to the firm's investment philosophy, strategic asset allocation, and portfolio construction.
- Planning-led approach: uses his CPA + CFP® background to integrate tax, retirement, and estate planning into investment decisions.
- Client-goals-first: publicly stated focus on "understanding every aspect of [a client's] financial life and ultimate life goals" before aligning portfolios to them.
- No public angel/seed thesis, target check size, or startup sector focus is documented.
Notable Investments
- No public record of named startup, angel, or seed-stage investments was found for Bradley Lewis. His investing activity is the management of client wealth-management portfolios at Steele Capital Management, which are not disclosed as individual venture deals.
- (Any startup "portfolio companies" attributed to him should be treated as unverified unless independently confirmed.)
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