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Jonathan Thomas Martin

Steel Grove Capital Advisors, LLC

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About Jonathan Thomas Martin

Jonathan Thomas Martin is a registered investment advisor representative with Steel Grove Capital Advisors, LLC. Jonathan has been in the industry since June 2003 and has a Series 65 license. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Steel Grove Capital Advisors, LLC has offices in Memphis, Tennessee.

Firm Information

Jonathan Martin 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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Jonathan Martin’s Registration & Firm History

TN

01/01/2025 - Present

Steel Grove Capital Advisors, LLC (MEMPHIS TN)

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Licenses & Designations

IA

Issued 05/11/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Thomas Martin.
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