SourcingSourcing

STEEL GROVE CAPITAL ADVISORS, LLC

C36
CRD 115231·SEC 801-60517·MEMPHIS, TN
AUM
$1.64B
$1B+
Est. Revenue
$16.4M
@ 1% on AUM
Est. EBITDA
$4.9M
@ 30% margin
Est. Deal Value
$39.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STEEL GROVE CAPITAL ADVISORS, LLC
CRD
115231
SEC file #
801-60517
EIN
621864502
DBA names
—

Economics

AUM
$1.64B
AUM band
$1B+
AUM trajectory
'20'26
$579.8M → $1.64B▲ +183%
Client mix
Individuals High Net Worth831
Individuals Other36
Charitable Organizations11
Corporations4
State Or Municipal Govt2

Operations

Employees (total)
13
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
5 advisors → 7 advisors▲ +40%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
steelgrove.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SANSOM, STEVEN, WAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SANSOM, STEVEN, WAYNE
MARTIN, WILLIAM, CARROLL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STEELGROVE.COM
Rdap Domain Creation Date
2013-10-21T19:43:12Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001166308
Edgar Registered
Yes
Edgar Filing Count
102
Edgar First Filing Date
2002-02-13
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
100
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001214659-26-005702
Edgar Former Names
GREEN SQUARE CAPITAL ADVISORS LLC
GREEN SQUARE CAPITAL LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5100 POPLAR AVENUE, SUITE 3100MEMPHIS, TN 38137
Business
5100 POPLAR AVENUE, SUITE 3100MEMPHIS, TN 38137
Edgar EIN
621864502
Edgar Recent Filings
13F-HR2026-05-07 · 0001214659-26-005702
13F-HR2026-02-09 · 0001214659-26-001349
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-10-21T19:43:12Z
Rdap Domain Last Changed
2025-03-15T19:05:21Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2164085
Trust Company Affiliate
No

People (7)

7
SANSOM, STEVEN, WAYNE
IAR · Direct Owner · 87.5%
2164085
SNEED, CRAIG, HEPPEL
IAR · Executive Officer · 2.5%
7718452
MARTIN, WILLIAM, CARROLL
IAR · Executive Officer · 2.5%
2960330
Jonathan Thomas Martin
IAR
6819603
TIMOTHY CLYDE BALLARD
IAR
2648845
Christian DuBarry Becnel
IAR
7796282
Clayton Allen Williams
IAR
7387553