SteelOaks Investment Advisers Email Format

Investment ManagementWest Virginia, United States2-10 Employees

SteelOaks Investment Advisers, Inc. operates as an investment management firm based in Weirton, in the northern region of West Virginia. Founded in 1997, the company is a West Virginia corporation that provides discretionary asset management services to a diverse client base, including pension plans, 401(k) plans, individuals, IRAs, endowments, foundations, and corporations. As a registered investment adviser with the SEC, SteelOaks manages client assets within a fiduciary framework, offering guidance and oversight across retirement plans and other institutional and individual accounts.

The firm is positioned within the investment management industry, serving a range of account types rather than concentrating on a single client segment. With a small local footprint, SteelOaks operates from its Weirton location and serves clients within its regulatory jurisdiction, reflecting its focused regional presence and tailored approach to asset management.

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