STEEL GROVE CAPITAL ADVISORS, LLC

5100 Poplar Avenue
Suite 3100
Memphis, Tennessee 38137
Tel: 901-498-6300

About STEEL GROVE CAPITAL ADVISORS, LLC

STEEL GROVE CAPITAL ADVISORS, LLC, formally registered with the SEC as STEEL GROVE CAPITAL ADVISORS, LLC. The firm was established in 08/24/2001. They have over 2 offices throughout the country.

STEEL GROVE CAPITAL ADVISORS, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $1,355,751,329 assets under management, offering retirement planning & investment advisory services to 952 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115231
SEC#	801-60517
Assets Managed by Firm	$1,355,751,329
No. of Clients	952
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	952	$1,355,751,329
Individuals (other than high net worth individuals)	35	$7,671,506
High net worth individuals	894	$1,273,732,248
Charitable organizations	15	$45,291,804
Corporations or other businesses	6	$8,034,778

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ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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