Steel Grove Capital Advisors, LLC

Jonathan Martin is a financial advisor at Steel Grove Capital Advisors, LLC in Memphis, TN, holding a Series 65 license with nine years of industry experience. He has worked at Green Square Capital, LLC since 2016. Steel Grove Capital Advisors provides wealth management, portfolio management, and financial planning services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm utilizes a combination of statistical analysis, proprietary liability-planning tools, and regular client interaction to guide long-term asset allocation and portfolio construction, offering diversified investments including mutual funds, ETFs, options, and private placements.

Craig Sneed is a financial advisor at Steel Grove Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Silverleafe Capital Partners, Premier Storage Investors, and Sycamore Pictures. Steel Grove Capital Advisors serves affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm provides wealth management through discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice, using a service-team model supported by statistical analysis and proprietary liability-planning tools.

Christian Becnel is a financial advisor at Steel Grove Capital Advisors, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Steel Grove Capital Advisors, he was a full-time student for ten years. Steel Grove Capital Advisors provides wealth management, discretionary and non-discretionary portfolio management, and financial planning services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a combination of statistical analysis and proprietary liability-planning tools to guide asset allocation and portfolio construction, managing diversified portfolios that include mutual funds, ETFs, individual securities, options, and private placements.

Steven Sansom is a financial advisor with Steel Grove Capital Advisors, LLC, holding a Series 63 designation and 21 years of industry experience. He has been involved with Green Square Capital Management since 2001 and Green Square Securities since 2002. Since 2020, he has served as a general partner at Worthington Capital Management, LLC, which manages private funds including the Convergence Value Partners Funds. Steel Grove Capital Advisors serves affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities, providing wealth management through discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm employs a service-team model with investment decisions based on statistical analysis and proprietary liability-planning tools, constructing portfolios from mutual funds, ETFs, securities, and alternative investments with a generally long-term approach.

Clayton Williams is a financial advisor at Steel Grove Capital Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Green Square Capital Advisors and FHN Financial. Steel Grove Capital Advisors provides wealth management, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, charitable organizations, and businesses. The firm employs statistical analysis and proprietary liability-planning tools to guide asset allocation and portfolio construction, combining long-term strategies with tactical adjustments and offering access to derivatives, margin, alternative investments, and private funds.

Timothy Ballard is a financial advisor at Steel Grove Capital Advisors, LLC in Memphis, TN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cantor Fitzgerald & Co. since 2015. Ballard serves as a co-trustee of a family testamentary trust. Steel Grove Capital Advisors serves affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a service-team model and statistical analysis to guide investment decisions, offering wealth management, portfolio management, and financial planning with a long-term investment approach.

William Martin is a CFA® charterholder with over 30 years of industry experience, currently serving at Steel Grove Capital Advisors, LLC and Worthington Capital Management, LLC where he is Chief Investment Officer. His prior experience includes a long tenure at Bondurant Futures, Inc. from 1997 to 2021. Steel Grove Capital Advisors, LLC provides wealth management services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm utilizes a service-team model with portfolio construction based on statistical analysis and proprietary liability-planning tools, offering a range of investment strategies including mutual funds, ETFs, individual securities, and alternative investments.