STEELOAKS INVESTMENT ADVISERS, INC.

CRD 108197File 801-55467

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$131.0M

Bottom 25% of cohort (national)

Discretionary AUM

$117.0M

Non-discretionary $14.0M

Clients

285

288 accounts

Employees

Bottom 25% of cohort in WV

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Apr 23, 1998
Principal office: 135 PALM DRIVE, WEIRTON, WV, 26062
Phone: 304-723-6700
Website: HTTP://WWW.STEELOAKS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $131.0M
Discretionary AUM: $117.0M
Non-discretionary AUM: $14.0M
Discretionary accounts: 285
Non-discretionary accounts: 3
Total accounts: 288
AUM per client: $460K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$17.0M
High net worth individuals	10	$16.0M
Pension and profit sharing plans	Fewer than 5	$14.0M
State or municipal government entities	6	$41.0M
Individuals (other than high net worth individuals)	259	$43.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.