STALEY CAPITAL ADVISERS INC

RIASEC RegisteredEst. 1996
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$2.9M
Accounts
1,062
Employees
15
Advisory reps
11

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

FINTRX

Overview

Staley Capital Advisers Inc. is a corporate investment adviser, SEC-registered since 1996, owned by an individual and classified internally as a hedge fund manager. The firm serves both high‑net‑worth individuals and institutional clients and charges fees as a percentage of assets under management. Its advisory remit includes discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or corporate accounts. Staley does not identify as an active ESG investor and is not designated as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 10%, US Government Bonds 1%56%
  • 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 10

  • ANDREW ROBERGE

    Vice PresidentCRD 6540461

  • Graham Friday

    Vice PresidentCRD 7853891

  • BRIAN MCINERNEY

    Senior Managing DirectorCRD 1474880

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 74

Active vs passive

$631M in ETFs

Passive

94%

$595M

Active

5%

$35.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$175M411,39927.82%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth