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Chief Compliance Officer · Steel Grove Capital Advisors, LLC

Craig H. Sneed

CRD 7718452 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Steel Grove Capital Advisors, LLC, an SEC-registered wealth manager based in Memphis, TN with $1.6 billion in regulatory assets, lists Craig H. Sneed on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Craig at 1 other registered adviser.

Firms and roles

AtlasMembers

Craig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Steven W. SansomChief Executive Officer, Senior Managing Director, Steel Grove Capital Advisors, LLC
  • William C. MartinChief Investment Officer, Steel Grove Capital Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.