Steel Grove Capital Advisors, LLC
● SEC registered since 2001CRD 115231SEC# 801-60517Memphis, TN
Reg. AUM
$1.64B
Employees
13
Accounts
884
Location
Memphis, TN
Steel Grove Capital Advisors, LLC assets under management
Steel Grove Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 2001. It reports $1.6 billion in regulatory assets under management and employs 13 people.
Steel Grove Capital Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Heppel Sneed Control | Chief Compliance Officer | Under 5% | 2023 |
| Steven Wayne Sansom Control | Chief Executive Officer, Senior Managing Director | Over 75% | 2001 |
| William Carroll Martin Control | Chief Investment Officer | Under 5% | 2023 |
Frequently asked questions
How much does Steel Grove Capital Advisors, LLC manage?
Steel Grove Capital Advisors, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Steel Grove Capital Advisors, LLC have?
Steel Grove Capital Advisors, LLC reports 13 employees.
Where is Steel Grove Capital Advisors, LLC located?
Steel Grove Capital Advisors, LLC is based in Memphis, TN and has been SEC-registered since 2001.
Does Steel Grove Capital Advisors, LLC disclose fund performance?
Steel Grove Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Poplar Avenue, Suite 3100, Memphis, TN 38137 |
| Phone | 901-498-6300 |
| Fax | 901-498-6301 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.64B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.64Bregulatory AUM
Discretionary $1.38BNon-discretionary $256.8M