PPrivate Fund Data Log in Join · $37/mo

Craig Heppel Sneed

Chief Compliance OfficerWorthington Capital Management, LLCCRD 7718452

About Craig Heppel Sneed

Craig Heppel Sneed is listed as Chief Compliance Officer at Worthington Capital Management, LLC in Memphis, TN. Form ADV reports a beneficial ownership band of Under 5%. Craig Heppel Sneed is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Worthington Capital Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Craig Heppel Sneed work?

Craig Heppel Sneed is listed as Chief Compliance Officer at Worthington Capital Management, LLC on SEC Form ADV.

How much of Worthington Capital Management, LLC does Craig Heppel Sneed own?

Form ADV reports a beneficial ownership band of Under 5%.

Worthington Capital Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Worthington Capital Management, LLC →

Steel Grove Capital Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Steel Grove Capital Advisors, LLC →