Caleb Jeffrey Steber
Investment adviser representative at Bos Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bos Asset Management, LLCJan 2025 to now
- Bank of SpringfieldAug 2023 to now
- Lowe'sJan 2018 to Aug 2023
- StudentJan 2016 to Jan 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bos Asset Management, LLC
$1BAssets managed
627Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7559285
- Firm CRD
- 310632