# SteelOaks Investment Advisers

SteelOaks Investment Advisers is a Bank / Wealth / Trust based in Weirton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Weirton, United States
- **Region:** North America
- **Address:** 135 Palm Drive, Weirton, WV 26062, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** steeloaks.com
- **LinkedIn:** https://www.linkedin.com/company/steeloaks-investment-advisers

## Regulatory record

- **CRD number:** 108197
- **SEC file number:** 801-55467
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108197

## About

SteelOaks Investment Advisers Inc. was established in 1997 in Weirton, West Virginia, where it has operated continuously from its Palm Drive address. The firm's named contact, M Payne, is reachable by phone and email, but no biographies, professional designations, or team roster are published — consistent with a deliberately low-profile service model built on local relationships rather than institutional branding. The wealth origin behind the firm or its founding principal is not publicly disclosed. The firm articulates its strategy in broad terms: investment management to build and preserve wealth, retirement planning, and asset allocation across unspecified public and private markets. No named portfolio companies, specific asset-class exposures, or co-investment partners appear across any public source. SteelOaks does not describe venture, private equity, or direct-deal activity, and its website content is uniform across all sub-pages — a single landing page that opens with "Your choice for Financial Services" and lists core services without specifying instruments, fund structures, or investment minimums. No geographic deployment beyond the United States is indicated. SteelOaks maintains a single office location in Weirton, West Virginia, staffed during standard business hours. No total deployment figure, registered AUM, or team headcount is publicly available. There are no known adjacent vehicles — no philanthropic foundation, real-asset arm, operating company, or peer-network membership disclosed on the firm's site or in external regulatory filings. The absence of LinkedIn presence further limits visibility into team composition and growth trajectory. No dated operational event from the last 24 months was identifiable. The firm's architecture resembles a classic Main Street advisory practice rather than a multi-family office or institutional asset manager. For an institutional allocator, this posture means capacity and mandate are inherently constrained — SteelOaks is not positioned for large-scale commitments, co-investment clubs, or GP-style deal sourcing. The structural differentiator is precisely this quiet, locally embedded model in a market where consolidation has pushed many similar firms into aggregator platforms.

## Sectors

- Wealth Management
- Financial Services

## People

- M Payne — Contact

## Questions

### Who runs investment decisions at SteelOaks Investment Advisers?

The firm lists M Payne as its primary contact, with a direct phone line and email address published on the website. No additional team profiles, investment committee details, or decision-making hierarchy are publicly available, which is common for small independent advisory practices.

### What is SteelOaks' known posture on co-investments alongside external GPs?

SteelOaks has disclosed no co-investment activity, nor does its published material describe participation in club deals, fund commitments, or private-market vehicles. Its public-facing language focuses entirely on direct, personalized wealth management and retirement planning for individuals and organizations, without reference to institutional co-investment structures.

## Related profiles

- [Steelhead Ventures](https://altss.com/profile/steelhead-ventures)
- [SteelPeak Wealth Management](https://altss.com/profile/steelpeak-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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