# STEELOAKS INVESTMENT ADVISERS, INC.

STEELOAKS INVESTMENT ADVISERS, INC. of WEIRTON, WV is an SEC-registered investment adviser.

## Registration

- CRD: 108197
- Type: SEC-registered investment adviser
- SEC file number: 801-55467
- Location: 135 PALM DRIVE, WEIRTON, WV, 26062
- Phone: 304-723-6700
- Latest filing: 2026-03-27
- Regulatory AUM: $131.0M
- Discretionary AUM: $117.0M
- Non-discretionary AUM: $14.0M
- Clients: 2
- Accounts: 288

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Sara M Payne | COO | — |
| Michael Allen Payne | CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER | — |
| KENDRICK DONALD JOHN | CHAIRMAN/CEO; CHAIRMAN / CHIEF EXECUTIVE OFFICER; CHAIRMAN / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |
| KENDRICK KATHY S | SECRETARY | — |
| ORECCHIO MICHAEL JOSEPH | ASSISTANT VICE PRESIDENT; ASSISTANT VICE PRESIDENT/DIRECTOR OF MARKETING; VICE PRESIDENT/DIRECTOR OF MARKETING | — |
| PAYNE MICHAEL ALLEN | CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CFO (+1 more) | — |
| PAYNE SARA M | COO; SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108197/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108197/similar
- Related entities: https://search.stillhousedata.com/firm/108197/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108197

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.