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- Custodian
- Broadridge · Charles Schwab & Company · Jefferies · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-10-1996
- Office Locations
- 2
Office Locations
About Staley Capital Advisers INC
Staley Capital Advisers is an independent boutique investment adviser founded in 1996, delivering a research-driven, disciplined process and customized discretionary portfolios built from individual securities and diversified funds. The firm primarily serves high-net-worth families and multi-generational trusts/foundations, and also manages institutional accounts for endowments, nonprofits, corporations and retirement plans. Notable for exceptional continuity—no staff turnover other than retirement for 25+ years.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
BRIAN MICHAEL MCINERNEY
Insurance Agent, President
- CRD
- #1474880
- Ownership
- 10% but less than 25%
JAMES DOUGLAS ROBERGE
Chief Investment Officer, Managing Director
- CRD
- #2268843
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Graham Addison Friday
Vice President
- CRD
- #7853891
CONSTANTINE JOHN KARTSONAS
Investment Advisor
- CRD
- #2280039
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,108,464,090 | $2,926,991 |
| Non-Discretionary | $0 | -- |
| Total | $3,108,464,090 | $2,926,991 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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