# Staley Capital Advisers Inc

> Staley Capital Advisers Inc is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 1996, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 107118
- Filed as: STALEY CAPITAL ADVISERS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107118
- AdvisorCensus page: https://advisorcensus.com/firm/staley-capital-advisers-inc-pittsburgh-pa-107118

## Quick answers

**How is Staley Capital Advisers Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Staley Capital Advisers Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Staley Capital Advisers Inc located?**
Staley Capital Advisers Inc's principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Staley Capital Advisers Inc registered with the SEC or a state?**
Staley Capital Advisers Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107118.

**How much does Staley Capital Advisers Inc manage?**
Staley Capital Advisers Inc reports $3,108,464,090 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Staley Capital Advisers Inc's assets and staff changed since 2021?**
In the Form ADV data for Staley Capital Advisers Inc: Regulatory assets under management: $2,124,042,978 in the October 2021 data and $3,108,464,090 in the October 2026 data, up 46%. Total employees: 12 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Staley Capital Advisers Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (314); individuals (other than high net worth individuals) (102); charitable organizations (21).

**Which custodians does Staley Capital Advisers Inc use?**
Staley Capital Advisers Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Staley Capital Advisers Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107118

**What changed in Staley Capital Advisers Inc's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 9 to 10. Registered or notice-filed in CO, OH, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,108,464,090
- Discretionary: $3,108,464,090
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $31,158,983 |
| High net worth individuals | 314 | $2,556,991,428 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $81,779,509 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $32,197,875 |
| Charitable organizations | 21 | $374,512,821 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $10,242,731 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $21,580,743 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1996 (30 years)
- Employees: 16 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [staleycap.com](https://staleycap.com)
- LinkedIn @staley-capital-advisers-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,124,042,978 | 12 | July 26, 2021 |
| October 2022 | $2,588,954,514 | 12 | March 29, 2022 |
| October 2023 | $2,222,319,107 | 12 | March 31, 2023 |
| October 2024 | $2,545,851,179 | 13 | March 30, 2024 |
| October 2025 | $2,876,862,358 | 14 | March 31, 2025 |
| October 2026 | $3,108,464,090 | 16 | September 14, 2026 |

Regulatory assets under management: $2,124,042,978 in the October 2021 data and $3,108,464,090 in the October 2026 data, up 46%.
Total employees: 12 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 9 to 10.
- Registered or notice-filed in CO, OH, VA.

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Staley Capital Advisers Inc (CRD 107118): Form ADV filing data as of October 2026.
