Steven Wayne Sansom

21 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

Steel Grove Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

878 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$1.4B

Fee Structure

Financial Planning:Included in AUM fee

Location

5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137

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History

Regulatory History (1)

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Customer Dispute

November 2001

Dismissed

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Other Business Activities

Steven is a member of Worthington Capital Management, LLC, managing private funds and offering model investment portfolios. He is and/or controls the general partner of the Funds, dedicating about half of his time to this business.

Employment History

Current Registrations

Steel Grove Capital Advisors, LLC

September 2018 - Present · 7 yrs 5 mos

Previous Registrations

G2 Advisors, LLC

January 2005 - May 2006 · 1 yr 4 mos

Green Square Capital, LLC

January 2004 - December 2017 · 13 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.