Steel Grove Capital Advisors, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.4B
- Clients
- 884
- Avg AUM / client
- $1.9M
- Accounts
- 884
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $8.9M | 0.55% |
| High net worth individuals | 831 | $1.5B | 94.2% |
| Charitable organizations | 11 | $59.6M | 3.64% |
| State or municipal government entities | 2 | $24.6M | 1.5% |
| Corporations and other businesses | 4 | $2.3M | 0.14% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Wayne Sansom | Chief Executive Officer, Senior Managing Director | Sep 2001 (25y) | 75% or more | |
| William Carroll Martin | Chief Investment Officer | CFA | Mar 2022 (4y) | Less than 5% |
| Craig Heppel Sneed | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Christian Du Barry Becnel | Registered representative | Nov 2025 (1y) | ||
| Jonathan Thomas Martin | Registered representative | Dec 2025 (1y) | ||
| Timothy Clyde Ballard | Registered representative | Dec 2025 (1y) | ||
| Clayton Allen Williams | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (84% of AUM) Mar 2026
- Fidelity Brokerage Services $197M (16% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗