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Staley Capital Advisers Inc

Updated today

Client assets under management

$2,588,150,411

Clients

416

75% high-net worth

Advisors

9

of 15 employees

Firm type

Multi Team

Clients per advisor

46

Low

Average account size

$6,221,515

About

Staley Capital Advisers provides discretionary investment management to high‑net‑worth individuals, families, retirement plans, endowments, charitable organizations and corporations, and the firm also works with select institutional accounts including insurance company clients. The firm manages separately managed private accounts and serves as the general partner and investment adviser to a private limited partnership (Forum Capital Partners, LP) offered to accredited investors.

The firm describes an active, relative‑value investment approach that emphasizes asset allocation and security selection while incorporating passive instruments as appropriate; equity selection focuses on quality and value and fixed‑income exposure is managed using macroeconomic and fundamental analysis. Portfolio managers are assigned to individual accounts with discretionary authority, an investment committee meets regularly to coordinate strategy, and the firm runs a concentrated long/short equity program within its private fund vehicle.

Noteworthy features in the brochure include Staley Capital’s role as a private fund adviser and its provision of portfolio management for pooled vehicles, the use of a prime broker and outsourced trading desks for the fund, and disclosure that the fund is offered only to investors meeting regulatory eligibility. The brochure does not list standalone financial planning among the firm’s services and notes a recent ownership succession with changes to senior leadership.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $3,000,000: 0.75% annually $3,000,001 - $10,000,000: 0.55% annually $10,000,001+: 0.35% annually

Other

Account minimum: $3,000,000 Fee-only: Management fees charged as percentage of AUM; no performance fees; fees negotiated and can be as low as 0.125%

Main office location

Staley Capital Advisers Inc

One Oxford Centre, 301 Grant Street, Suite 3950

Pittsburgh PA 15219, United States

Number of offices

1

Most active in

Arizona · California · Florida · Illinois · Maryland · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael F

CFA®, Series 63, Series 65

Pittsburgh, PA

Staley Capital Advisers Inc

Michael Friday is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Staley Capital Advisers Inc since 2007. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Outside of his advisory role, he serves as a board member of The Edgewood Club, a private recreational club. Staley Capital Advisers provides discretionary portfolio management to a diverse client base including high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach while tactically responding to short-term market changes, managing both private accounts and a concentrated long/short limited partnership.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner
user avatar

Brian M

Series 65

Pittsburgh, PA

Staley Capital Advisers Inc

Brian Mcinerney is a Series 65-licensed financial advisor with Staley Capital Advisers Inc in Pittsburgh, PA, bringing 29 years of industry experience. He has been with Staley Capital Advisers since 1996 in various roles. Outside of his advisory work, Mcinerney serves on the board of The Children's Institute, a nonprofit serving children with special needs, where he oversees agency operations, finances, and the endowment fund. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutional clients. The firm employs a long-term, value-driven investment approach with tactical adjustments and manages both private accounts and a concentrated long/short limited partnership.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner
user avatar

Thomas M

Series 63, Series 65

Pittsburgh, PA

Staley Capital Advisers Inc

Thomas Mccrady is a financial advisor at Staley Capital Advisers Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Staley Capital Advisers since 2014. Outside of his advisory role, he serves as a board member of Gleason Technology, Inc., a company specializing in digital technology for automated inspection and data collection. Staley Capital Advisers provides discretionary portfolio management to private account clients such as high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach while utilizing tactical strategies and manages both private accounts and a concentrated long/short limited partnership.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner
user avatar

James R

CFA®, Series 65

Pittsburgh, PA

Staley Capital Advisers Inc

James Roberge is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with Staley Capital Advisers Inc. since 1996, serving in his current role since 2021. Outside of his advisory work, he serves on the board of the Coalition for Christian Outreach and chairs the Endowment Committee at Trinity Christian School, both nonprofit organizations based in Pittsburgh. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and other institutional clients. The firm employs a long-term, value-driven investment approach combined with tactical positioning and manages both private accounts and a concentrated long/short limited partnership.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner
user avatar

Christopher P

CFP®, CFA®, Series 63

Pittsburgh, PA

Staley Capital Advisers Inc

Christopher Pretsch is a CFP® and CFA® with 18 years of industry experience. He has been with Staley Capital Advisers Inc in Pittsburgh, PA since 2012. Staley Capital Advisers provides discretionary portfolio management to a range of private clients, including high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach combined with tactical responses to short-term market opportunities, managing both private accounts and a concentrated long/short limited partnership.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner
user avatar

Andrew R

CFA®, Series 63, Series 65

Pittsburgh, PA

Staley Capital Advisers Inc

Andrew Roberge is a CFA® charterholder with 10 years of industry experience. He is currently a financial advisor at Staley Capital Advisers Inc, where he has worked since 2020. Prior to joining Staley, he held positions at Guggenheim Securities, LLC and Nomura Securities International, Inc. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and other private account clients. The firm employs a long-term, value-driven investment philosophy combined with tactical responses to market dislocations and serves as general partner and investment adviser to a concentrated long/short limited partnership.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner
user avatar

Graham F

CFA®

Pittsburgh, PA

Staley Capital Advisers Inc

Graham Friday is a CFA® charterholder with two years of industry experience. He is currently with Staley Capital Advisers Inc and previously worked at PNC Financial Services, Inc. for seven years. Staley Capital Advisers provides discretionary portfolio management to a range of clients, including high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach while tactically responding to short-term market opportunities, managing both private accounts and a concentrated long/short limited partnership.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner
user avatar

Constantine K

CFA®, Series 66

Pittsburgh, PA

Staley Capital Advisers Inc

Constantine Kartsonas is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Staley Capital Advisers since 2018 and previously held roles at Raymond James Financial Services and Shorebridge Wealth Management. He serves as Vice Chair and Board Member of the Western Pennsylvania School for the Deaf, a nonprofit educational institution. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutions, managing both private accounts and a concentrated long/short limited partnership. The firm employs a long-term, value-driven investment approach combined with tactical adjustments and utilizes pooled investment vehicles and private partnerships within client portfolios.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner
user avatar

William S

Series 65

Pittsburgh, PA

Staley Capital Advisers Inc

William Stotz is a financial advisor at Staley Capital Advisers Inc with 25 years of industry experience. He holds a Series 65 designation and has been with Staley Capital Advisers since 1998. Outside of his advisory role, he serves as a board member of Virtech Bio, Inc., a company developing an oxygenating solution for trauma treatment and organ preservation. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, charitable organizations, corporations, and profit-sharing plans. The firm employs a long-term, value-driven investment approach while tactically addressing short-term market dislocations, managing both private accounts and a concentrated long/short limited partnership.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner
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