firm profile
Steeloaks Investment Advisers, Inc.
Overview
Steeloaks Investment Advisers, Inc. is an SEC registered investment adviser based in Weirton, WV, registered since 1998. It reports $131M in assets under management across 288 accounts, with 2 employees. It has 4 investment adviser representatives.
- Reported AUM
- $131M
- Discretionary
- 89%
- Accounts
- 288
- Average account
- $455K
- Employees
- 2
- Advisory reps
- 4
- Registered since
- 1998
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 2 of 2
- Michael Allen Payne Chairman, Chief Executive Officer, Chief Compliance Officer CRD 3165948
- Sara M Payne Chief Operating Officer CRD 2258856
Advisory reps 3 of 4
- Dewey Joseph Guida Investment Adviser Rep CRD 4783160
- Donald John Kendrick Investment Adviser Rep CRD 2277793
- Michael Allen Payne Investment Adviser Rep CRD 3165948
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 135 Palm Dr
Weirton, WV 26062 - County
- Hancock
- Metro area
- Weirton-Steubenville, WV-OH
- Region
- South
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: steeloaks.com
Every state, with registration dates
Similar firms near Weirton
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- Hazlett, Burt & Watson, Inc.Wheeling, WV$1.4B AUM
- NTV Asset Management, LLCCharleston, WV$1.2B AUM
- Commonwealth Financial ServicesParkersburg, WV$995M AUM
- Wesbanco Investment DepartmentWheeling, WV$893M AUM
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