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STEEL GROVE CAPITAL ADVISORS, LLC
CRD 115231 · SEC 801-60517
5100 POPLAR AVENUE, SUITE 3100, MEMPHIS, TN, 38137, United States
Phone
901-498-6300
Fax
901-498-6301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.64B
Discretionary AUM
$1.38B
Team
13 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $8.9M |
| High net worth individuals | 831 | $1.54B |
| Charitable organizations | 11 | $59.6M |
| State/municipal entities | 2 | $24.6M |
| Corporations/business entities | 4 | $2.3M |
States served
AL, AR, CA, CO, GA, LA, MD, MS, NC, OH, OK, PA, SC, TN, VA, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD