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STALEY CAPITAL ADVISERS INC
CRD 107118File 801-52862
APPROVED
Retail clients
Custody
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.11B
Top 25% of cohort (national)
Discretionary AUM
$3.11B
Clients
448
1,062 accounts
Employees
16
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 10, 1996
- Principal office
- ONE OXFORD CENTRE, 301 GRANT STREET, SUITE 3950, PITTSBURGH, PA, 15219
- Phone
- 412-394-1292
- Website
- https://www.staleycap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.11B
- Discretionary AUM
- $3.11B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,062
- Non-discretionary accounts
- 0
- Total accounts
- 1,062
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $21.6M |
| Insurance companies | Fewer than 5 | $10.2M |
| Charitable organizations | 21 | $374.5M |
| High net worth individuals | 314 | $2.56B |
| Pooled investment vehicles | 1 | $81.8M |
| Pension and profit sharing plans | 5 | $32.2M |
| Individuals (other than high net worth individuals) | 102 | $31.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 424 | 448 | increased by24 |
| Apr 1, 2026 | AUM | $2,876,862,358 | $3,108,464,090 | increased by$231,601,732 |
| Apr 1, 2026 | Accounts | 1,033 | 1,062 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 14 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 374 | 424 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,588,954,514 | $2,876,862,358 | increased by$287,907,844 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 896 | 1,033 | increased by137 |
| Apr 1, 2022 | Clients | 365 | 374 | increased by9 |
| Apr 1, 2022 | AUM | $2,124,042,978 | $2,588,954,514 | increased by$464,911,536 |
| Apr 1, 2022 | Accounts | 851 | 896 | increased by45 |
| May 1, 2021 | Employees | 11 | 12 | increased by1 |
| May 1, 2021 | Clients | 364 | 365 | increased by1 |
| May 1, 2021 | AUM | $2,045,316,025 | $2,124,042,978 | increased by$78,726,953 |
| May 1, 2021 | Accounts | 843 | 851 | increased by8 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STALEY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STALEY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.