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Steel Grove Capital Advisors

EST. AUM
$1,639,538,829

CONTACTS
2

CLIENT ACCOUNTS
884

Firm Details

Metro area Memphis
CRD Number 115231
Website steelgrove.com
Client types

Overview

Steel Grove Capital Advisors (formerly Green Square Wealth Management) is an investment-led multi-family office dedicated to understanding what matters most to each of its clients. With a steadfast commitment to delivering a sophisticated investment experience tailored to the unique needs of affluent families, the firm provides highly personalized wealth management solutions. Founded by Steve Sansom, Steel Grove Capital Advisors has been independently owned and operated since 2001. As a boutique multi-family office, the firm emphasizes independence, discretion, and a deeply client-centric approach, setting it apart as a trusted advisor to multi-generational families.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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