Staley Capital Advisers Inc.
Staley Capital Advisers, Inc. is an independent, SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. Founded in May 1996 by John A. Staley IV, the firm specializes in providing investment management for wealthy families, high-net-worth individuals, endowments, corporations, and profit-sharing plans. With a team that includes several seasoned managing directors and portfolio managers, Staley Capital delivers highly personalized portfolio management and consulting services. As of March 2025, the firm employs approximately 14 staff members and offers both individualized private accounts and serves as general partner to Forum Capital Partners, LP, limited to accredited investors.
Investment Strategy
Staley Capital Advisers focuses on tailored investment management for individual and institutional clients. The firm primarily manages private accounts on a discretionary basis, developing custom portfolios that align with each client’s objectives, risk profile, and constraints. Staley Capital employs rigorous research and analysis across capital markets, emphasizing diversification, risk control, and capital appreciation. Additionally, the firm serves as general partner and adviser to a limited partnership fund (Forum Capital Partners, LP), offering sophisticated investment solutions for accredited investors. The investment approach integrates fundamental analysis, broad asset allocation, and active portfolio oversight, with a strong emphasis on client-specific strategies and direct communication with portfolio managers.
Latest 13F Filing Activity
Staley Capital Advisers Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 178 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Ishares Russell 1000 Growth, J.P. Morgan Chase among other positions. Staley Capital Advisers Inc. reduced exposure to Fiserv Inc., Chevron Corp., Berkshire Hath B among others.
Top Holdings
Equity Positions (178)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.54% | $200.8M | 403,623 | $31.31 | $497.41 | +$48.9M |
I IWF | iSHARES RUSSELL 1000 GROWTH | 7.66% | $180.1M | 424,156 | $131.59 | $424.58 | +$27.1M |
J JPM | J.P. MORGAN CHASE | 5.38% | $126.6M | 436,748 | $61.05 | $289.91 | +$17.9M |
Q QCOM | QUALCOMM INC. | 4.99% | $117.3M | 736,713 | $59.77 | $159.26 | +$5.2M |
G GOOG | ALPHABET C | 4.83% | $113.6M | 640,473 | $60.17 | $177.39 | +$12.8M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Pittsburgh, PA , United States |