WM
CFA
WM
CFA

William Martin

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is the Chief Investment Officer of Worthington Capital Management, LLC since March 2023. This activity takes about half of William's time.

Employment History
Current Registrations
Steel Grove Capital Advisors, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Worthington Capital Management, LLC
July 2023 - December 2024 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.