A complete list of active advisors currently associated with Steeloaks Investment Advisers, Inc.

Warmer can help you find a great advisor at Steeloaks Investment Advisers, Inc. or one who fits your needs even better.

SteelOaks serves individual investors (including high‑net‑worth clients) and a range of institutional clients — pension and profit sharing plans, trusts, endowments, public funds and municipalities — offering discretionary investment management and investment‑related consulting but not comprehensive financial planning. The firm reported managing approximately $117 million in discretionary assets and $14 million in non‑discretionary assets as of December 31, 2025. The firm’s investment approach emphasizes passive management using broadly diversified ETFs, supported by quantitative and technical analysis, with portfolios rebalanced on an annual schedule. Its named strategies include Allocator Pro I and II (equity sleeves built from preselected ETFs and an equal‑weight allocation to the 30 Dow Jones Industrial stocks for larger accounts) and a Balanced strategy that pairs those equity allocations with laddered fixed‑income; dividends are reinvested on a contrarian basis per the brochure’s description. Noteworthy elements in the brochure include references to the firm’s historical research and client performance reporting — for example, a claim that equal‑weighting the Dow 30 has produced lower risk and better long‑term returns and that clients receive performance reports — which indicates the firm documents and discusses past results in client materials more explicitly than many peers. The firm also lists municipalities and public funds among its client types, and operates as a small, owner‑managed advisory team that combines investment oversight with compliance responsibilities, a mix that is uncommon among supported firms of this size.

To learn more about the advisors currently working at Steeloaks Investment Advisers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.