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JM
JM

Jonathan Thomas Martin

Steel Grove Capital Advisors, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Steel Grove Capital Advisors, LLC
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

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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Employment History
Current Registrations
Steel Grove Capital Advisors, LLC
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Green Square Capital, LLC
June 2017 - December 2017 · 6 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.