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- Custodian
- Brown Brothers ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-24-2001
- Office Locations
- 2
Office Locations
About Steel Grove Capital Advisors, LLC
Steel Grove Capital Advisors is an independent multi-family office serving individuals, families, and institutions with tailored investment strategies, portfolio construction, and integrated wealth planning (tax, estate, charitable, and insurance). The firm allocates across ETFs and traditional funds alongside private funds and other alternatives, and emphasizes alignment by investing alongside clients. Custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN WAYNE SANSOM
Chief Executive Officer, Senior Managing Director
- CRD
- #2164085
- Ownership
- 75% or more
WILLIAM CARROLL MARTIN
Chief Investment Officer
- CRD
- #2960330
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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TIMOTHY CLYDE BALLARD
Managing Director
- CRD
- #2648845
Christian DuBarry Becnel
Investment Advisor
- CRD
- #7796282
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,382,731,492 | $2,003,959 |
| Non-Discretionary | $256,807,337 | $1,323,749 |
| Total | $1,639,538,829 | $1,854,682 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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