Chief Executive Officer, Senior Managing Director · Steel Grove Capital Advisors, LLC
Steven W. Sansom
CRD 2164085 · 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 Steven W. Sansom on its Form ADV as Chief Executive Officer, Senior Managing Director, a control person. The SEC filings also name Steven at 1 other registered adviser.
Firms and roles
- Steel Grove Capital Advisors, LLCChief Executive Officer, Senior Managing DirectorWealth manager · Memphis, TN · $1.6B in regulatory assets
- Worthington Capital Management, LLCMemberPrivate fund adviser · Memphis, TN · $41M in regulatory assets
AtlasMembers
Steven’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William C. MartinChief Investment Officer, Steel Grove Capital Advisors, LLC
- Craig H. SneedChief Compliance 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 Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.