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The fee is billed in arrears.","source":"FORM ADV PART 2 BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Staley Capital Advisers use?","answer":"Staley Capital Advisers’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.85B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Staley Capital Advisers have?","answer":"Staley Capital Advisers has 10 investment adviser representatives registered with state securities authorities, out of 16 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Staley Capital Advisers invest in?","answer":"At the end of its last fiscal year, Staley Capital Advisers’ separately managed accounts held 56% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents and 1% U.S. government and agency bonds. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Staley Capital Advisers?","answer":"Staley Capital Advisers’ direct owners are James Roberge, William Stotz, Brian McInerney, Michael Friday and Christopher Pretsch, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Staley Capital Advisers get paid?","answer":"Staley Capital Advisers is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Staley Capital Advisers registered with the SEC?","answer":"Yes, Staley Capital Advisers has been registered with the SEC as an investment adviser since 10 September 1996. Its CRD number is 107118 and its SEC file number is 801-52862.","source":"Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Staley Capital Advisers?","answer":"Staley Capital Advisers’ main office is at One Oxford Centre, 301 Grant Street, Suite 3950, Pittsburgh, PA 15219. Its phone number is 412-394-1292. 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