STEEL GROVE CAPITAL ADVISORS, LLC

MEMPHIS, Tennessee·3 registered advisors·CRD# 115231

SEC# 801-605171901-498-6300

01

Firm Overview

AUM

$1.4B

Regulatory assets under management

Employees

11

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at STEEL GROVE CAPITAL ADVISORS, LLC

3 registered advisors

Craig Heppel Sneed

MEMPHIS, Tennessee

Steven Wayne Sansom

MEMPHIS, Tennessee

MEMPHIS, Tennessee

05

Office Locations

MEMPHIS, Tennessee

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Data sourced from SEC Form ADV filings. STEEL GROVE CAPITAL ADVISORS, LLC (CRD# 115231) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.