Steeloaks Investment Advisers Inc

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Assets, Funds, Holdings

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Steeloaks Investment Advisers Inc
CRD #108197
SEC #801-55467
CIK #
AUM $151.0 MM (2024-03-22)
Employees 2 (100% Investors, 0% Brokers)
Phone304-723-6700
Address135 Palm Drive
Weirton, WV 26062
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 254 31.0
(b) Individuals (high net worth individuals) 7 9.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 55.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 6 34.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 10 22.0
(n) Other 0 0.0
Total 277 151.0
By Discretionary
Discretionary 275 149.0
Non-Discretionary 2 2.0
Total 277 151.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 151.0
Total 277 151.0
Comparable Firms State AUM ($BB)
Pinnacle Portfolio Advisors LLC
ID 0.2
Gates PASS Advisors LLC
CA 0.2
Opus Financial Solutions LLC
IL 0.2
Eagle Investment Advisors LLC
PA 0.2
McBride Financial Advisors LLC
WA 0.2
Fortune 45 LLC
LA 0.2
Silverpeak Wealth Advisors LLC
CO 0.2
GK Wealth Management LLC
GA 0.2
Robert Priske LLC
HI 0.2
Larimer Capital Corp
CO 0.2
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