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| Happy Holidays!! thanks for using AUM13F!! |
| Steeloaks Investment Advisers Inc
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|---|---|
| CRD # | 108197 |
| SEC # | 801-55467 |
| CIK # | |
| AUM | $166.0 M (2025-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 304-723-6700 |
| Address | 135 Palm Drive Weirton, WV 26062 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 35.0 |
| (b) Individuals (high net worth individuals) | 8 | 10.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 60.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 38.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 23.0 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 166.0 |
| By Discretionary | ||
| Discretionary | 264 | 163.0 |
| Non-Discretionary | 2 | 3.0 |
| Total | 266 | 166.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.0 | |
| Total | 266 | 166.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broadway Advisor Group LLC
✚
|
NY | 0.2 |
|
Martin Capital Advisors LLP
✚
|
TX | 0.2 |
|
Wesbanco Securities Inc
✚
|
OH | 0.2 |
|
Schrum Private Wealth Management LLC
✚
|
FL | 0.2 |
|
TTG Financial Inc
✚
|
OH | 0.2 |
|
Togwotee CIO LLC
✚
|
0.2 | |
|
UCAP Asset Management LLC
✚
|
FL | 0.2 |
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 0.2 |
|
Dowling Financial Services Inc
✚
|
CT | 0.2 |
|
Northavenue LLC
✚
|
OH | 0.2 |