Steven
Sansom
Steel Grove Capital Advisors, LLC
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About this Advisor
Steven Sansom is a financial advisor based in Memphis, Tennessee, working with Steel Grove Capital Advisors, LLC. Steven has previously held positions at Green Square Securities, LLC (formerly Mfm Asset Management, LLC), Green Square Capital Management, LLC, Worthington Capital Management, LLC, and Convergence Value Partners Fund, LP. Steven has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, Steven is part of Steel Grove Capital Advisors, LLC, which operates out of Memphis, Tennessee. The firm has 1 office and 11 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Steel Grove Capital Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steel Grove Capital Advisors, LLC Brokerage Details
$1,355,751,329
11
952
$1,424,109
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Steven Sansom Work History
Worthington Capital Management, LLC
Convergence Value Partners Fund, Lp
Green Square Securities, LLC (Form.: Mfm Asset Mangagement, LLC)
Green Square Capital Management, LLC
Disclosures
Please visit the SEC profile of Steven Sansom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steel Grove Capital Advisors, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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