DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analyst29 years in industry

WILLIAM CARROLL MARTIN

Advisor at STEEL GROVE CAPITAL ADVISORS, LLC

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b0300e5-e10a-185f-c051-7604712722c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jul 18, 2023 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Martin

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STEEL GROVE CAPITAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jul 18, 2023
Dual registered: no
Other names: WILLIAM MARTIN
IAPD individual key: 2960330

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STEEL GROVE CAPITAL ADVISORS, LLC	Independent wealth	Mar 30, 2022	n/a	yes	MEMPHIS, TN	Current employment
WORTHINGTON CAPITAL MANAGEMENT, LLC	Asset manager	Jul 18, 2023	Dec 31, 2024	no	MEMPHIS, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WORTHINGTON CAPITAL MANAGEMENT, LLC	n/a	Dec 31, 2024	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ STEEL GROVE CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Mar 30, 2022 to presentfactForm ADV
→ WORTHINGTON CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 18, 2023 to Dec 31, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor departed, no destination yet
William Carroll Martin no longer registered at Worthington Capital Management, Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b0300e5-e10a-185f-c051-7604712722c7
First observed: Jul 18, 2023
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM CARROLL MARTIN

Advisor at STEEL GROVE CAPITAL ADVISORS, LLC

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b0300e5-e10a-185f-c051-7604712722c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

STEEL GROVE CAPITAL ADVISORS, LLC

Independent wealth

Mar 30, 2022

n/a

yes

MEMPHIS, TN

Current employment

WORTHINGTON CAPITAL MANAGEMENT, LLC

Asset manager

Jul 18, 2023

Dec 31, 2024

MEMPHIS, TN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WORTHINGTON CAPITAL MANAGEMENT, LLC

n/a

Dec 31, 2024

n/a

Departure no registered destination

Departure