STEEL GROVE CAPITAL ADVISORS, LLC

CRD 115231File 801-60517

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.64B

Top 25% of cohort (national)

Discretionary AUM

$1.38B

Non-discretionary $256.8M

Clients

884

884 accounts

Employees

Top 25% of cohort in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Aug 24, 2001
Principal office: 5100 POPLAR AVENUE, SUITE 3100, MEMPHIS, TN, 38137
Phone: 901-498-6300
Website: HTTP://WWW.STEELGROVE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.64B
Discretionary AUM: $1.38B
Non-discretionary AUM: $256.8M
Discretionary accounts: 690
Non-discretionary accounts: 194
Total accounts: 884
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.3M
Charitable organizations	11	$59.6M
High net worth individuals	831	$1.54B
State or municipal government entities	Fewer than 5	$24.6M
Individuals (other than high net worth individuals)	36	$8.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.