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| Keyboard |
| Steeloaks Investment Advisers Inc
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|---|---|
| CRD # | 108197 |
| SEC # | 801-55467 |
| CIK # | |
| AUM | 131.0 M (2026-03-27) |
| 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) | 259 | 43.0 |
| (b) Individuals (high net worth individuals) | 10 | 16.0 |
| (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 | 14.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 41.0 |
| (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 | 17.0 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 131.0 |
| By Discretionary | ||
| Discretionary | 285 | 117.0 |
| Non-Discretionary | 3 | 14.0 |
| Total | 288 | 131.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.0 | |
| Total | 288 | 131.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
1st Discount Brokerage Inc
✚
|
FL | 131.4 M |
|
Uplevel Wealth LLC
✚
|
OR | 131.4 M |
|
Layline Advisors LLC
✚
|
NY | 131.3 M |
|
Seattle Wealth Management LLC
✚
|
WA | 131.3 M |
|
Kerr Financial Planning Corporation
✚
|
CA | 131.0 M |
|
Family Wealth Partners LLC
✚
|
NC | 130.9 M |
|
Crescent City Retirement Group LLC
✚
|
LA | 130.9 M |
|
Mench Financial Inc
✚
|
OH | 130.6 M |
|
Agemy Wealth Advisors LLC
✚
|
CO | 130.5 M |
|
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 130.5 M |