Steeloaks Investment Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$166,000,000
Total clients
253
3% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
127
Average account size
$656,126
About
SteelOaks provides discretionary investment management and investment-related consulting to individuals (including high net worth clients), trusts, estates, pension and profit sharing plans, endowments, foundations, public funds and municipalities, a practice the brochure traces back to 1997. The firm notes it does not provide financial planning and manages accounts on both discretionary and non‑discretionary bases.
The firm emphasizes quantitative, technical and passive investment methods, constructing diversified portfolios primarily with exchange‑traded funds and rebalancing annually. Its model offerings include Allocator Pro I (an equal‑weight all‑cap allocation to the 30 Dow Jones Industrial components), Allocator Pro II, and a Balanced strategy that combines those equity allocations with laddered fixed‑income holdings and contrarian dividend reinvestment.
The brochure documents firm-specific historical research—stating, for example, that “SteelOaks historical research has shown an equal weight of the 30 stocks is less risky and provides a better long term return”—and describes model portfolios and performance monitoring that indicate use of historical and hypothetical performance in its materials. It is also notable that SteelOaks lists municipalities and public funds among its client types and maintains a performance monitoring and compliance committee, which is less common for supported firms of this size.
Client services
Fee options
Fixed fees may be offered depending on engagement; specific amounts not stated
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.40% $0 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.40% $10,000,000 - $50,000,000: 0.35% $50,000,000 - $100,000,000: 0.25% $100,000,000 - $200,000,000: 0.15% $0 - $2,500,000: 0.60% $2,500,000 - $5,000,000: 0.35% $5,000,000 - $25,000,000: 0.30% $25,000,000 - $50,000,000: 0.25% $50,000,000 - $100,000,000: 0.15% $0 - $2,500,000: 0.65% $2,500,000 - $5,000,000: 0.50% $5,000,000+: 0.35%
Account minimum: No minimum for Enhanced Equity & Balanced Management (except for a $5,000,000 minimum tier also offered)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Steeloaks Investment Advisers, Inc.
135 Palm Drive
Weirton WV 26062, United States
Number of offices
1
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