STEELOAKS INVESTMENT ADVISERS, INC.

STEELOAKS INVESTMENT ADVISERS, INC. of WEIRTON, WV is an SEC-registered investment adviser (CRD 108197). Regulatory assets under management: $131.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (7)

NameRoleLocation
Sara M PayneCOO—
Michael Allen PayneCHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER—
KENDRICK DONALD JOHNCHAIRMAN/CEO; CHAIRMAN / CHIEF EXECUTIVE OFFICER; CHAIRMAN / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER—
KENDRICK KATHY SSECRETARY—
ORECCHIO MICHAEL JOSEPHASSISTANT VICE PRESIDENT; ASSISTANT VICE PRESIDENT/DIRECTOR OF MARKETING; VICE PRESIDENT/DIRECTOR OF MARKETING—
PAYNE MICHAEL ALLENCHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CFO (+1 more)—
PAYNE SARA MCOO; SECRETARY—

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