Steel Grove Capital Advisors, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 115231
- Registered since
- August 24, 2001
- Website
- steelgrove.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI94.18%
- Charitable Organizations3.64%
- State / Municipal Government1.5%
- Individuals0.55%
- Corporations / Businesses0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Steel Grove Capital Advisors, LLC is an independent, individually owned registered investment adviser; it has been SEC-registered since 2001. The firm operates as a capital allocator and provides advisory services to both high-net-worth individuals and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party managers. Steel Grove charges a mix of percentage-of-AUM, fixed, and performance-based fees and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds47%
- Exchange Traded Equities22%
- Public Funds/Mutual Funds18%
- US Government Bonds6%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Craig Sneed
COO & CFOCRD 7718452
Contacts
3 of 6
Jonathan Martin
Investment AdvisorCRD 6819603
Steven Sansom
ManagerCRD 2164085
Timothy Ballard
Senior Managing DirectorCRD 2648845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$711M in ETFs
89%
$632M
11%
$79.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $257M | 367,018 | 36.16% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 5100 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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