Steel Grove Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 27, 2026, reports $1.6B in regulatory assets under management, 13 employees, 1 office, and 884 accounts.
Assets Under Management
$1.6B
Employees
13
Offices
1 office
Total Clients
884
Primary office
MEMPHIS, TN
5100 POPLAR AVENUE, SUITE 3100, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.0% of total clients.
Top client categories% of clientsClients
1
HNWI
94.0%
831
2
Individuals
4.1%
36
3
Charitable
1.2%
11
4
Corporations
0.5%
4
5
Government
0.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 27, 2026
Discretionary84.3%
$1.4B
84% of total RAUM84.3%
Non-discretionary15.7%
$257M
16% of total RAUM15.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts884
10Y AUM Change$-420M (-20.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee68:1
10Y Employee Change-10 (-43.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.