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Craig Heppel Sneed

Steel Grove Capital Advisors, LLC

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About Craig Heppel Sneed

Craig Sneed is an investment advisor representative at Steel Grove Capital Advisors, LLC. Craig has been in the industry since March of 2023. Craig has a Series 65 license and is registered with the states of Mississippi, North Carolina, Tennessee, Texas, and Virginia. Craig specializes in providing financial planning services, selecting other advisors, and portfolio management for individuals and businesses. Steel Grove Capital Advisors, LLC is a registered investment advisor that manages over $1.35 billion in assets. The firm offers a variety of financial planning and investment management services to a variety of client types including high-net-worth individuals, charitable organizations, and corporations.

Firm Information

Craig Sneed is currently registered with Steel Grove Capital Advisors, LLC. Steel Grove Capital Advisors, LLC is a Memphis, TN-based investment advisor with approximately $1.36 billion in regulatory assets under management. They specialize in providing financial planning and portfolio management services for high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Their team of 6 investment advisor representatives offers personalized financial solutions tailored to each client's unique needs.
Steel Grove Capital Advisors, LLC

5100 POPLAR AVENUE

MEMPHIS, TN 38137

$1.36B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Craig Sneed’s Registration & Firm History

TN

11/11/2024 - Present

Steel Grove Capital Advisors, LLC (MEMPHIS TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Heppel Sneed.
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