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STEELOAKS INVESTMENT ADVISERS, INC.
CRD 108197 · SEC 801-55467
135 PALM DRIVE, WEIRTON, WV, 26062, United States
Phone
304-723-6700
Fax
304-723-5999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.0M
Discretionary AUM
$117.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING, INSTITUTIONAL RESEARCH & ANALYSIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 259 | $43.0M |
| High net worth individuals | 10 | $16.0M |
| State/municipal entities | 6 | $41.0M |
| Corporations/business entities | 10 | $17.0M |
States served
OH, PA, WV
All web addresses on file
Official SEC filing: View on IAPD