Wealth manager, independent · Pittsburgh, PA
Staley Capital Advisers Inc
SEC-registered investment adviser · CRD 107118 · SEC 801-52862
At a glance
Staley Capital Advisers Inc is an SEC-registered investment adviser based in Pittsburgh, Pennsylvania, with $3.1 billion in regulatory assets under management as of its Form ADV filed September 14, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 416 individual clients. By Form ADV it is a wealth manager, ranked 499th of 8,915 wealth managers and 2,765th of 17,210 SEC-registered advisers by assets.
Main office 412-394-1292staleycap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.1B
- Rank among wealth managers
- #499 of 8,915
- Rank among all SEC RIAs
- #2,765 of 17,210
- Rank in Pennsylvania
- #98 of 564
- Individual clients
- 416
- High-net-worth clients
- 314
- Accounts
- 1,062
- Discretionary
- 100% of AUM
- Employees
- 16
- Advisory staff
- 10
- Offices
- 1
Owners and executives on its Form ADV
- James D. RobergeChief Investment Officer
- William F. StotzManaging Director
- John A. Staley IVChief Executive Officer, Founding Principal
- Brian M. McInerneyPresident
- Michael FridayManaging Director
- Christopher F. PretschManaging Director
- Natalie M. BaldauffChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 314 | $2.6B | 82% |
| Charitable organizations | 21 | $375M | 12% |
| Pooled investment vehicles | 1 | $82M | 3% |
| Pension and profit sharing plans | 5 | $32M | 1% |
| Individuals | 102 | $31M | 1% |
| Corporations or other businesses | 3 | $22M | <1% |
| Insurance companies | 2 | $10M | <1% |
Private funds
Staley Capital Advisers Inc reports 1 private funds with $82M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Staley Capital Advisers Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗staleycap.com ↗
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The full record on Staley Capital Advisers Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,320 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Staley Capital Advisers Inc manage?
Staley Capital Advisers Inc reports $3.1 billion in regulatory assets under management across 1,062 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
What kind of firm is Staley Capital Advisers Inc?
Staley Capital Advisers Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Staley Capital Advisers Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($2.6 billion, 314 clients); charitable organizations ($375 million, 21 clients); pooled investment vehicles ($82 million, 1 clients).
Does Staley Capital Advisers Inc manage private funds?
Yes. It reports 1 private funds with $82 million in gross assets, including hedge funds.
Does Staley Capital Advisers Inc have any disciplinary history?
Staley Capital Advisers Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Staley Capital Advisers Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →