SEC Form ADV

STEELOAKS INVESTMENT ADVISERS, INC.

Firm profile: SteelOaks Investment Advisers — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWV

$131.0M

Assets Under Management

288

Total Clients

Employees

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Registration Details

Accession: CRD-108197
Location: WEIRTON, WV
Filing Date: March 27, 2026
AUM: $131.0M
Total Clients: 288
Institutional Clients: 6
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansGovernment EntitiesCorporations

About this Adviser

STEELOAKS INVESTMENT ADVISERS, INC. is a registered investment adviser headquartered in WEIRTON, WV, managing approximately $131.0M in assets across 288 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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