Unclaimed Profile

Steven Wayne Sansom

STEEL GROVE CAPITAL ADVISORS, LLC·MEMPHIS, Tennessee

Series 3, Series 7, Series 24, Series 6322 years registeredSTEEL GROVE CAPITAL ADVISORS, LLC

6075 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 2164085Firm CRD# 115231

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Wayne Sansom · MEMPHIS, TN

Registration

CRD #2164085 · STEEL GROVE CAPITAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

STEEL GROVE CAPITAL ADVISORS, LLC

Sep 2018 – present

G2 ADVISORS, LLC

Jan 2005 – May 2006

MEMPHIS, TN

GREEN SQUARE CAPITAL, LLC

Jan 2004 – Dec 2017

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Registration record

First registered · January 28, 2004

Years registered · 22

Disclosure History

2001Customer Dispute·Dismissed

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STEEL GROVE CAPITAL ADVISORS, LLC

CRD 115231 · SEC 801-60517

AUM

$1.4B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Steven Wayne Sansom offer?

Steven Wayne Sansom specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Steven Wayne Sansom's credentials?

Steven Wayne Sansom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Wayne Sansom located?

Steven Wayne Sansom 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 Steven Wayne Sansom charge for services?

Steven Wayne Sansom'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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