Timothy Ballard
Steel Grove · Memphis, Tennessee
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.
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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 2648845 |
| Exams passed | Series 63 (1995) · Series 65 (2018) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.steelgrove.com |
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Questions about Timothy
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.
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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