Steeloaks Investment Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Weirton, WV. Its latest Form ADV filing, dated March 27, 2026, reports $131M in regulatory assets under management, 2 employees, and 288 accounts.
Top client segmentIndividuals represent 90.9% of total clients.
Top client categories% of clientsClients
1
Individuals
90.9%
259
2
HNWI
3.5%
10
3
Corporations
3.5%
10
4
Government
2.1%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of March 27, 2026
Discretionary89.3%
$117M
89% of total RAUM89.3%
Non-discretionary10.7%
$14M
11% of total RAUM10.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$131M
Total Accounts288
10Y AUM Change$-53M (-28.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee143:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.