STEEL GROVE CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2001

Total AUM

$1.6B

Discretionary

$1.4B

84% of AUM

Avg account

$1.9M

Accounts

884

Employees

Advisory reps

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

FINTRX

Overview

Steel Grove Capital Advisors, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and on the books since 2001. The firm operates as a capital allocator for both individuals/families and institutional clients, and it charges a mix of asset-based fees, fixed fees and performance-linked fees. Its advisory scope includes financial planning and portfolio management for individuals, small businesses and institutional entities, and it serves as a selector of outside managers. Filings indicate the firm also functions as an investment sponsor/GP and managing member of pooled investment vehicles. The firm is not flagged as an active ESG investor in its disclosures and is not listed as a multi-state adviser in its registration details.