# Timothy Ballard

> Timothy Ballard is a fee-only financial advisor at Steel Grove in Memphis, Tennessee. Timothy 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.

Page: https://find.wellspent.co/advisors/timothy-ballard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $1.64B across 884 accounts
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Family wealth transfer
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 2648845 (https://adviserinfo.sec.gov/individual/summary/2648845)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 63 (1995), Series 65 (2018)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.steelgrove.com

## Frequently asked questions

### Is Timothy Ballard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?

Timothy's firm, Steel Grove, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Timothy Ballard based?

Timothy Ballard is based in Memphis, Tennessee.

### What does Timothy specialize in?

Timothy's specialties include founders (pre-exit), estate & legacy planning and family wealth transfer. Timothy works with founders, ultra high net worth and multi-generational families.

### Is Timothy Ballard registered with the SEC?

Yes. Timothy Ballard is registered as an investment adviser representative in TN (CRD 2648845), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Steel Grove manage?

Steel Grove reports $1.64B across 884 accounts in assets under management.

### How do I contact Timothy Ballard?

Through Timothy's website, www.steelgrove.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2648845): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://steelgrove.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.