Steeloaks Investment Advisers, Inc.
● SEC registered since 1998CRD 108197SEC# 801-55467Weirton, WV
Reg. AUM
$131M
Employees
2
Accounts
288
Location
Weirton, WV
Steeloaks Investment Advisers, Inc. assets under management
Steeloaks Investment Advisers, Inc. is an investment advisory firm registered with the SEC based in Weirton, WV. The firm has been registered since 1998. It reports $131 million in regulatory assets under management and employs 2 people.
Steeloaks Investment Advisers, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Allen Payne Control | Chairman/Ceo/Chief Compliance Officer | 50-75% | 2021 |
| Sara M Payne Control | Coo | 50-75% | 2021 |
Frequently asked questions
How much does Steeloaks Investment Advisers, Inc. manage?
Steeloaks Investment Advisers, Inc. reports $131 million in regulatory assets under management on its Form ADV.
How many employees does Steeloaks Investment Advisers, Inc. have?
Steeloaks Investment Advisers, Inc. reports 2 employees.
Where is Steeloaks Investment Advisers, Inc. located?
Steeloaks Investment Advisers, Inc. is based in Weirton, WV and has been SEC-registered since 1998.
Does Steeloaks Investment Advisers, Inc. disclose fund performance?
Steeloaks Investment Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 135 Palm Drive, Weirton, WV 26062 |
| Phone | 304-723-6700 |
| Fax | 304-723-5999 |
| Office hours | 9:30 A.M - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131M▼ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$131Mregulatory AUM
Discretionary $117MNon-discretionary $14M