Steeloaks Investment Advisers, Inc.
Steeloaks Investment Advisers, Inc. is an SEC-registered mass-market adviser in Weirton, WV with $131.0M assets under management (AUM, regulatory AUM), -21% over one year. See who owns Steeloaks Investment Advisers, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108197, SEC 801-55467, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $131.0M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Weirton, WV
- Employees
- 2
- Clients
- 285
- CRD
- 108197
- Ownership
- STEELOAKS INVESTMENT ADVISERS INC; KENDRICK, DONALD, JOHN; KENDRICK, KATHY, S; ORECCHIO, MICHAEL, JOSEPH; PAYNE, MICHAEL, ALLEN
How much AUM does Steeloaks Investment Advisers, Inc. have?
Steeloaks Investment Advisers, Inc. reported $131.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Steeloaks Investment Advisers, Inc.?
Disclosed owners and executives of Steeloaks Investment Advisers, Inc. include STEELOAKS INVESTMENT ADVISERS INC, KENDRICK, DONALD, JOHN, KENDRICK, KATHY, S, ORECCHIO, MICHAEL, JOSEPH, PAYNE, MICHAEL, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.