Steven Sansom
Steel Grove · Memphis, Tennessee
Steven Sansom is a fee-only financial advisor at Steel Grove in Memphis, Tennessee. Steven focuses on founders (pre-exit), estate & legacy planning and family wealth transfer. Steel Grove reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Steel Grove |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $1.64B across 884 accounts |
| SEC registration | Investment adviser representative in TN · CRD 2164085 |
| Exams passed | Series 63 (1991) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.steelgrove.com |
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Questions about Steven
Is Steven Sansom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Steel Grove reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Steel Grove, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Steven Sansom based?
Steven Sansom is based in Memphis, Tennessee.
What does Steven specialize in?
Steven's specialties include founders (pre-exit), estate & legacy planning and family wealth transfer. Steven works with founders, ultra high net worth and multi-generational families.
Is Steven Sansom registered with the SEC?
Yes. Steven Sansom is registered as an investment adviser representative in TN (CRD 2164085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Steel Grove manage?
Steel Grove reports $1.64B across 884 accounts in assets under management.
How do I contact Steven Sansom?
Through Steven's website, www.steelgrove.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Steel Grove website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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