Steel Grove Capital Advisors, LLC

Jonathan Martin is a financial advisor at Steel Grove Capital Advisors, LLC with nine years of industry experience. He has been with the firm and its predecessor, Green Square Capital, since 2016. Martin holds a Series 65 designation. Steel Grove Capital Advisors provides wealth management, investment management, financial planning, and consulting services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets and employs a personalized, long-term investment approach supported by proprietary tools and diversified portfolios.

Craig Sneed is a financial advisor at Steel Grove Capital Advisors, LLC with one year of industry experience. Prior to joining Steel Grove in 2023, he worked at Silverleafe Capital Partners from 2017 to 2023 and held roles at Premier Storage Investors and Sycamore Pictures. He holds a Series 65 designation. Steel Grove Capital Advisors provides wealth management, investment management, financial planning, and consulting services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets and utilizes a personalized investment process that includes diversified portfolios and proprietary liability-planning tools.

Christian Becnel is a financial advisor at Steel Grove Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has been with Steel Grove Capital Advisors since 2023. Prior to his advisory role, he was a full-time student for ten years. Steel Grove Capital Advisors offers wealth management, investment management, financial planning, and consulting services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets and utilizes a personalized investment process that includes diversified portfolios and proprietary liability-planning tools.

Steven Sansom is a financial advisor at Steel Grove Capital Advisors, LLC with 22 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Worthington Capital Management, LLC, and Convergence Value Partners Fund, LP. Sansom is also a general partner at Worthington Capital Management, which manages private funds and offers model investment portfolios in separate account format. Steel Grove Capital Advisors provides wealth management, investment management, financial planning, and consulting services to affluent individuals, families, trusts, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets and employs a personalized investment process that includes diversified portfolios and proprietary tools for asset allocation, with a primarily long-term focus.

Clayton Williams is a financial advisor at Steel Grove Capital Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Steel Grove and its predecessor firms since 2021, following five years at FHN Financial. Steel Grove Capital Advisors serves affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities with wealth management, financial planning, and investment management services. The firm manages approximately $1.64 billion in client assets using a personalized investment process that includes diversified portfolios and proprietary liability-planning tools.

Timothy Ballard is a financial advisor at Steel Grove Capital Advisors, LLC, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cantor Fitzgerald & Co and Morgan Keegan & Company, LLC. He serves as a co-trustee for a family testamentary trust. Steel Grove Capital Advisors provides wealth management, financial planning, and consulting services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets using a personalized investment approach that incorporates diversified portfolios, internal due diligence, and liability-planning tools.

William Martin is a CFA® credentialed advisor with four years of industry experience, currently serving at Steel Grove Capital Advisors, LLC. He previously worked at Worthington Capital Management, LLC as Chief Investment Officer and spent over two decades at Bondurant Futures, Inc. Steel Grove Capital Advisors provides wealth management, investment management, financial planning, and consulting services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets and employs a personalized investment process combining diversified portfolios, internal due diligence, and proprietary tools with a primarily long-term focus.