Staley Capital Advisers Inc
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 107118
- Registered since
- September 10, 1996
- Website
- www.staleycap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.26%
- Charitable Organizations12.05%
- Pooled Investment Vehicles2.63%
- Pension & Profit Sharing Plans1.04%
- Individuals1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Staley Capital Advisers Inc. is a privately owned investment adviser that registers as a hedge-fund-style firm and has been SEC-registered since 1996. The firm charges fees as a percentage of assets under management and serves both individual and family clients as well as institutional investors. Its advisory work spans separately managed accounts and pooled vehicles, covering portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Staley does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents10%
- US Government Bonds1%
Owners & executives
1 of 1
Natalie Baldauff
Chief Compliance OfficerCRD 6281525
Contacts
3 of 11
Thomas Mccrady
Vice PresidentCRD 5783168
John Staley Iv
Founder and PresidentCRD 433291
Brian Mcinerney
Senior Managing DirectorCRD 1474880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$680M in ETFs
94%
$641M
5%
$38.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $203M | 1,633,498 | 29.82% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 1 Oxford Ctr
- Time zone
- ET (UTC-5)
- Office locations
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