# William Martin

> William Martin is a fee-only financial advisor at Steel Grove in Memphis, Tennessee, who holds the CFA credential. William 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/william-martin/
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
- **Credentials:** CFA
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Family wealth transfer
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 2960330 (https://adviserinfo.sec.gov/individual/summary/2960330)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.steelgrove.com

## Frequently asked questions

### Is William Martin a fee-only financial advisor?

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

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

### Where is William Martin based?

William Martin is based in Memphis, Tennessee.

### What does William specialize in?

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

### What credentials does William Martin hold?

William Martin holds the CFA credential.

### Is William Martin registered with the SEC?

Yes. William Martin is registered as an investment adviser representative in TX (CRD 2960330), 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 William Martin?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2960330): 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.