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Clayton Allen Williams

Steel Grove Capital Advisors, LLC

Memphis, TN

CRD 7387553

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Employer firm

Steel Grove Capital Advisors, LLC CRD 115231

$1.64B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Steel Grove Capital Advisors, Llc

5100 Poplar Avenue Suite 3100, Memphis, TN 38137 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-12-26
  • TN RA
    APPROVED
    Since 2025-12-26

Branch Locations

5100 Poplar Avenue Suite 3100, Memphis, TN 38137 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Green Square Capital Advisors, Llc Memphis TN 02/2021 Present
Green Square Capital Advisors Memphis TN 02/2021 Present
Fhn Financial Memphis TN 05/2016 02/2021
  • 02/2021 → Present
    Green Square Capital Advisors, Llc
    Memphis, TN
  • 02/2021 → Present
    Green Square Capital Advisors
    Memphis, TN
  • 05/2016 → 02/2021
    Fhn Financial
    Memphis, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-13
  • S65 Uniform Investment Adviser Law Examination
    2021-10-13

View on SEC IAPD

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