Staley Capital Advisers Inc
- Regulatory AUM
- $3.1B
- Discretionary
- $3.1B
- Clients
- 448
- Avg AUM / client
- $6.9M
- Accounts
- 1,062
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $31.2M | 1.0% |
| High net worth individuals | 314 | $2.6B | 82.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $81.8M | 2.63% |
| Pension and profit sharing plans | 5 | $32.2M | 1.04% |
| Charitable organizations | 21 | $375M | 12.0% |
| Insurance companies | 2 | $10.2M | 0.33% |
| Corporations and other businesses | 3 | $21.6M | 0.69% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $111M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Forum Capital Partners, Lp | Hedge Fund | Pennsylvania | $111M | 31 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Adolphus Staley Iv | Chief Executive Officer & Director | Sep 1996 (30y) | Less than 5% | |
| Brian Michael Mcinerney | Senior Managing Director | Dec 1996 (30y) | 10% – 25% | |
| James Douglas Roberge | Senior Managing Director | CFA | Dec 1996 (30y) | 10% – 25% |
| William Falling Stotz | Managing Director | Jul 1998 (28y) | 10% – 25% | |
| Michael Friday | Managing Director | CFA | Sep 2004 (22y) | 5% – 10% |
| Staley, Patricia, D | Trustee | Jun 2005 (21y) | GP / trustee / elected manager of The John A. Staley Iv 2005 Trust (John A. Staley Iv And Patricia D. Staley Trustees (indirect) | |
| Christopher Frank Pretsch | Managing Director | CFP CFA | Jul 2007 (19y) | 5% – 10% |
| Baldauff, Natalie, Marie | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Thomas Jamison Mccrady | Registered representative | Oct 2011 (15y) | ||
| Constantine John Kartsonas | Registered representative | CFA | Apr 2018 (8y) | |
| Andrew James Roberge | Registered representative | CFA | Jul 2020 (6y) | |
| Graham Addison Friday | Registered representative | CFA | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The John A. Staley Iv 2005 Trust (John A. Staley Iv And Patricia D. Staley Trustees | Shareholder | Sep 2021 | A | 25% – 50% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $111M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Forum Capital Partners, Lp | Hedge Fund | $111M | $150K | 31 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $2.9B (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗