Steel Grove Capital Advisors, LLC

Steel Grove Capital Advisors, LLC is a registered investment advisor established in 2001 and located in Memphis, TN. The firm offers investment advisory services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. They provide wealth management services, including customized investment advisory solutions and financial planning services covering areas such as trust & estate planning, retirement planning, cash flow analysis, and tax planning. Steel Grove primarily manages diversified portfolios of mutual funds, ETFs, individual securities, and private placements, with a focus on long-term strategies. Clients have the option to place restrictions on their investments, and the firm evaluates and selects investments based on internal due diligence processes. The minimum relationship size is not specified, and as of December 31, 2024, Steel Grove manages $1,360,070,395 in client assets. Fees for wealth management services range from 0.10% to 1.00% annually, based on factors like the scope of services and the level of assets managed. The firm does not charge performance-based fees and does not receive compensation for securities transactions. Steel Grove acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm encourages clients to read and discuss their Disclosure Brochure and Code of Ethics. Clients have investment discretion, and the firm does not accept proxy-voting responsibility. Steel Grove has a Privacy Policy in place to protect clients' personal information and maintains physical, procedural, and electronic security measures to safeguard data.