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Craig Heppel Sneed

STEEL GROVE CAPITAL ADVISORS, LLC·MEMPHIS, Tennessee
Series 65Clean record1 years registeredSTEEL GROVE CAPITAL ADVISORS, LLC
6075 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 7718452Firm CRD# 115231

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Heppel Sneed · MEMPHIS, TN
Registration
CRD #7718452 · STEEL GROVE CAPITAL ADVISORS, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

STEEL GROVE CAPITAL ADVISORS, LLC
Nov 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 11, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEEL GROVE CAPITAL ADVISORS, LLC
CRD 115231 · SEC 801-60517
AUM
$1.4B
Regulatory assets under management
Employees
11
952 client accounts
Services offered by STEEL GROVE CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STEEL GROVE CAPITAL ADVISORS, LLC →
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Frequently Asked Questions

What services does Craig Heppel Sneed offer?
Craig Heppel Sneed specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Craig Heppel Sneed's credentials?
Craig Heppel Sneed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Heppel Sneed located?
Craig Heppel Sneed is based in MEMPHIS, Tennessee, working with STEEL GROVE CAPITAL ADVISORS, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Craig Heppel Sneed charge for services?
Craig Heppel Sneed's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEEL GROVE CAPITAL ADVISORS, LLC?
STEEL GROVE CAPITAL ADVISORS, LLC has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEEL GROVE CAPITAL ADVISORS, LLC

Steven Wayne Sansom
MEMPHIS, TN
William Martin
MEMPHIS, TN

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