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One Oxford Centre 301 Grant Street, Suite 3950, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1997-03-05 |
Branch Locations
One Oxford Centre Suite 3950, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Staley Capital Advisers, Inc. | Pittsburgh | PA | 12/1996 | 12/2020 |
| Staley Capital Advisers, Inc. | Pittsburgh | PA | 01/2021 | 12/2024 |
| Staley Capital Advisers, Inc. | Pittsburgh | PA | 01/2025 | Present |
1) Trinity Christian School (entity not investment related), 299 Ridge Ave, Pittsburgh PA 15221, not-for-profit school, Chairman of Endowment Committee (oversight of endowment fund investments and expenditures), start June/2001, approximately 3 hours per month, all during trading hours. Not compensated. 2) Multiple trusts established by family members for the benefit of their descendants and/or spouse (investment related), Trustee/Co-Trustee (responsible for all aspects of trust administration including investment decisions), start December/2012, approximately 10 hours per month, 8 of which are during trading hours. Not compensated but is a named beneficiary of certain trusts. 3) Family LLC (investment related), family-held investment entity, Manager (responsible for all aspects of administration including investment decisions), start August/2021, approximately 4 hrs per month, 3 of which are during trading hours. Not compensated but is a member of the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-17 |
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