| 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 Martin Control | Chief Investment Officer | Under 5% | 2023 |
Steel Grove Capital Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Steel Grove Capital Advisors, LLC reports 12 employees.
Steel Grove Capital Advisors, LLC is based in Memphis, TN and has been SEC-registered since 2001.
Steel Grove Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.12B |
| Non-discretionary | $238.5M |
| Total (RAUM) | $1.36B |