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STEEL GROVE CAPITAL ADVISORS, LLC
CRD 115231File 801-60517
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.64B
Top 25% of cohort (national)
Discretionary AUM
$1.38B
Non-discretionary $256.8M
Clients
884
884 accounts
Employees
13
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 878 | 884 | increased by6 |
| Apr 1, 2026 | AUM | $1,360,070,395 | $1,639,538,829 | increased by$279,468,434 |
| Apr 1, 2026 | Accounts | 878 | 884 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 217 | 878 | increased by661 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,266,427,531 | $1,360,070,395 | increased by$93,642,864 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 943 | 878 | decreased by65 |
| Apr 1, 2022 | Clients | 189 | 217 | increased by28 |
| Apr 1, 2022 | AUM | $912,961,039 | $1,266,427,531 | increased by$353,466,492 |
| Apr 1, 2022 | Accounts | 857 | 943 | increased by86 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEEL GROVE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEEL GROVE” may also match similarly-named firms). Confirm identity against each filing.
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.