William Martin is a CFA-designated registered investment advisor at Steel Grove Capital Advisors, LLC, based in Memphis, TN, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 884 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees will not exceed 1.00% annually and are based on factors including the scope and complexity of services, assets managed, and overall relationship. Fees may be negotiable.
Fee Estimator
Location
5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Worthington Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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