Staley Capital Advisers Inc

CRD#107118
Investment Advisor Firm

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Learn more about Staley Capital Advisers Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Staley Capital Advisers Inc operates as a financial advisory company headquartered in Pittsburgh, Pennsylvania. The company manages $2.2 billion in assets across 925 accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). Staley Capital Advisers Inc has a small group, including 8 financial advisors. Staley Capital Advisers Inc does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as bonds, equities and options.

    Staley Capital Advisers Inc oversees all of its accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without requiring the client's consent. The company supervises about $2.4 million for every client account. An average financial advisor at Staley Capital Advisers Inc administers about 116 client accounts.

    The company's central office is at One Oxford Centre, Pittsburgh, Pennsylvania 15219. The company is legally permitted to provide services to investors across 12 U.S. states and territories.

    Assets Under Management

    $2.2 billion

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    One Oxford Centre
    Pittsburgh, PA 15219

    Staley Capital Advisers Inc by the Numbers

    Total Assets Under Management

    $2.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    12

    National Average: 64
    Total Number of Accounts

    925

    National Average: 375,227
    Average Account Size

    $2.4 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees largely are based on the type of financial services provided. Fees billed by Staley Capital Advisers Inc typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Staley Capital Advisers Inc.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm caters to retail investors, high net worth investors, pooled investment vehicles and charitable organizations. Out of its 925 customers, Staley Capital Advisers Inc's largest client group is high net worth investors, though it also manages money for 234 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.

    • High-Net-Worth Individuals* - 59.54%
    • Other Individuals - 35.11%
    • Corporations - 0.25%
    • Charitable Organizations - 5.09%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Staley Capital Advisers Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Staley Capital Advisers Inc

    Constantine Kartsonas
    Pittsburgh, PA
    Christopher Pretsch
    Pittsburgh, PA
    Andrew Roberge
    Pittsburgh, PA
    Thomas Mccrady
    Pittsburgh, PA
    Michael Friday
    Pittsburgh, PA
    William Stotz
    Pittsburgh, PA
    James Roberge
    Pittsburgh, PA
    John Staley Iv
    Pittsburgh, PA
    Brian Mcinerney
    Pittsburgh, PA

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