Best Investors Account Sign in
Inactive

Jonathan Thomas Martin

Steel Grove Capital Advisors, LLC

Memphis, TN

CRD 6819603

Claim This Profile
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 2025-12-11
  • TN RA
    APPROVED
    Since 2025-12-11

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, Llc Memphis TN 09/2016 Present
  • 09/2016 → Present
    Green Square Capital, Llc
    Memphis, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-11
  • S65 Uniform Investment Adviser Law Examination
    2017-05-11

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
NEWSOUTH CAPITAL MANAGEMENT INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

Lisa Gail Barker
CHADWICK JACKSON MYERS
MARGARET MCCARVER

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN

More in Memphis, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor