STEELOAKS INVESTMENT ADVISERS, INC.
SEC RegisteredYour choice for Financial Services.
About the firm
SteelOaks Investment Advisers Inc. is built on a solid foundation of excellent client service and in-depth market knowledge. Their team of professionals have years of experience in financial services and offer personalized service focused on clients' needs, wants, and long-term goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial services addressing investment, wealth building, family protection, and asset preservation, with guidance for today and long-term goals.
Who they serve
Individuals investing to build wealth, protect their family, or preserve their assets, including those navigating life transitions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 259 | $43M |
| High Net Worth Individuals | 10 | $16M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STEELOAKS INVESTMENT ADVISERS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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