STEEL GROVE CAPITAL ADVISORS, LLC
CRD #115231 SEC #801-60517 MEMPHIS, TN 901-498-6300
SEC Registered
Total AUM
$1.4B
Discretionary
$1.1B
Employees
12
Clients
25
Accounts
878
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.4B | $1.1B | $238.5M | 12 | 0 |
| Mar 2025 | $1.4B | $1.1B | $238.5M | 12 | 0 |
| Aug 2024 | $1.4B | $1.1B | $224.4M | 11 | 0 |
| Jun 2024 | $1.4B | $1.1B | $224.4M | 11 | 0 |
| Mar 2024 | $1.4B | $1.1B | $224.4M | 11 | 0 |
| Oct 2023 | $1.2B | $1B | $197.3M | 11 | 0 |
| Jul 2023 | $1.2B | $1B | $197.3M | 11 | 0 |
| May 2023 | $1.2B | $1B | $197.3M | 11 | 0 |
| Mar 2023 | $1.2B | $1B | $197.3M | 11 | 0 |
| Mar 2022 | $1.3B | $1.1B | $193.3M | 11 | 217 |
| May 2021 | $913M | $768.8M | $144.2M | 11 | 0 |
| Apr 2021 | $913M | $768.8M | $144.2M | 11 | 0 |
| Mar 2021 | $913M | $768.8M | $144.2M | 11 | 0 |
| Mar 2021 | $701.1M | $597.9M | $103.2M | 11 | 0 |
| Feb 2021 | $701.1M | $597.9M | $103.2M | 11 | 0 |
| Dec 2020 | $701.1M | $597.9M | $103.2M | 11 | 0 |
| Jun 2020 | $701.1M | $597.9M | $103.2M | 11 | 0 |
| Apr 2020 | $701.1M | $597.9M | $103.2M | 11 | 0 |
| Mar 2020 | $701.1M | $597.9M | $103.2M | 11 | 0 |
| Oct 2019 | $579.8M | $472.7M | $107.1M | 11 | 0 |
| Mar 2019 | $579.8M | $472.7M | $107.1M | 11 | 0 |
| Feb 2019 | $2.9B | $2.4B | $539.6M | 24 | 0 |
| Aug 2018 | $2.9B | $2.4B | $539.6M | 24 | 0 |
| Jul 2018 | $2.9B | $2.4B | $539.6M | 24 | 0 |
| May 2018 | $2.9B | $2.4B | $539.6M | 24 | 0 |
| Mar 2018 | $2.9B | $2.4B | $539.6M | 24 | 0 |
| Dec 2017 | $2.1B | $1.6B | $490.5M | 23 | 216 |
| Oct 2017 | $2.1B | $1.6B | $490.5M | 23 | 216 |
| Mar 2017 | $2.1B | $1.6B | $490.5M | 23 | 200 |
| Mar 2016 | $1.8B | $1.4B | $454.3M | 23 | 100 |
| Nov 2015 | $1.6B | $1.3B | $256.3M | 22 | 100 |
| Feb 2015 | $1.6B | $1.3B | $256.3M | 22 | 100 |
| Nov 2014 | $1.8B | $1.3B | $550.7M | 22 | 100 |
| Jun 2014 | $1.8B | $1.3B | $550.7M | 22 | 100 |
| Apr 2014 | $1.8B | $1.3B | $550.7M | 22 | 100 |
| Oct 2013 | $1.5B | $1.3B | $190M | 17 | 100 |
| Mar 2013 | $1.5B | $1.3B | $190M | 17 | 100 |
| Apr 2012 | $1.1B | $1B | $108.5M | 11 | 26 |
| Mar 2012 | $1.1B | $1B | $108.5M | 11 | 26 |
| Apr 2011 | $921.7M | $921.7M | $0 | -- | -- |
| Mar 2009 | $623.9M | $623.9M | $0 | -- | -- |
| Mar 2008 | $809.3M | $809.3M | $0 | -- | -- |
| Mar 2007 | $699.9M | $699.9M | $0 | 10 | -- |
| Nov 2006 | $522.1M | $519.8M | $2.3M | 10 | -- |
| Jan 2006 | $522.1M | $519.8M | $2.3M | 10 | -- |
| Nov 2003 | $412.9M | $412.9M | $0 | 10 | -- |
| Apr 2002 | $525M | $525M | $0 | 10 | -- |
| Mar 2002 | $525M | $525M | $0 | 10 | -- |
DateJun 2025
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$238.5M
Employees12
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$238.5M
Employees12
Clients0
DateAug 2024
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$224.4M
Employees11
Clients0
DateJun 2024
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$224.4M
Employees11
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$224.4M
Employees11
Clients0
DateOct 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$197.3M
Employees11
Clients0
DateJul 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$197.3M
Employees11
Clients0
DateMay 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$197.3M
Employees11
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$197.3M
Employees11
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$193.3M
Employees11
Clients217
DateMay 2021
Total AUM$913M
Discretionary$768.8M
Non-Disc.$144.2M
Employees11
Clients0
DateApr 2021
Total AUM$913M
Discretionary$768.8M
Non-Disc.$144.2M
Employees11
Clients0
DateMar 2021
Total AUM$913M
Discretionary$768.8M
Non-Disc.$144.2M
Employees11
Clients0
DateMar 2021
Total AUM$701.1M
Discretionary$597.9M
Non-Disc.$103.2M
Employees11
Clients0
DateFeb 2021
Total AUM$701.1M
Discretionary$597.9M
Non-Disc.$103.2M
Employees11
Clients0
DateDec 2020
Total AUM$701.1M
Discretionary$597.9M
Non-Disc.$103.2M
Employees11
Clients0
DateJun 2020
Total AUM$701.1M
Discretionary$597.9M
Non-Disc.$103.2M
Employees11
Clients0
DateApr 2020
Total AUM$701.1M
Discretionary$597.9M
Non-Disc.$103.2M
Employees11
Clients0
DateMar 2020
Total AUM$701.1M
Discretionary$597.9M
Non-Disc.$103.2M
Employees11
Clients0
DateOct 2019
Total AUM$579.8M
Discretionary$472.7M
Non-Disc.$107.1M
Employees11
Clients0
DateMar 2019
Total AUM$579.8M
Discretionary$472.7M
Non-Disc.$107.1M
Employees11
Clients0
DateFeb 2019
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$539.6M
Employees24
Clients0
DateAug 2018
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$539.6M
Employees24
Clients0
DateJul 2018
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$539.6M
Employees24
Clients0
DateMay 2018
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$539.6M
Employees24
Clients0
DateMar 2018
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$539.6M
Employees24
Clients0
DateDec 2017
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$490.5M
Employees23
Clients216
DateOct 2017
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$490.5M
Employees23
Clients216
DateMar 2017
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$490.5M
Employees23
Clients200
DateMar 2016
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$454.3M
Employees23
Clients100
DateNov 2015
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$256.3M
Employees22
Clients100
DateFeb 2015
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$256.3M
Employees22
Clients100
DateNov 2014
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$550.7M
Employees22
Clients100
DateJun 2014
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$550.7M
Employees22
Clients100
DateApr 2014
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$550.7M
Employees22
Clients100
DateOct 2013
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$190M
Employees17
Clients100
DateMar 2013
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$190M
Employees17
Clients100
DateApr 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$108.5M
Employees11
Clients26
DateMar 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$108.5M
Employees11
Clients26
DateApr 2011
Total AUM$921.7M
Discretionary$921.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$623.9M
Discretionary$623.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$809.3M
Discretionary$809.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$699.9M
Discretionary$699.9M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$522.1M
Discretionary$519.8M
Non-Disc.$2.3M
Employees10
Clients--
DateJan 2006
Total AUM$522.1M
Discretionary$519.8M
Non-Disc.$2.3M
Employees10
Clients--
DateNov 2003
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$525M
Discretionary$525M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$525M
Discretionary$525M
Non-Disc.$0
Employees10
Clients--