DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Steel Grove Capital Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Timothy Clyde Ballard | B Riley Wealth Management other | Steel Grove Capital Advisors, LLC independent RIA | Other | May 30, 2012 | Dec 18, 2025 (4950 d) |
| James Armin West | First Horizon Advisors, Inc other | Steel Grove Capital Advisors, LLC other | Other | Jun 20, 2006 | Jun 27, 2006 |
| Darrell Lane Horn | G2 Advisors, LLC unclassified | Steel Grove Capital Advisors, LLC independent RIA | Other | May 18, 2006 | Sep 12, 2018 (4500 d) |
| Steven Wayne Sansom | G2 Advisors, LLC unclassified | Steel Grove Capital Advisors, LLC independent RIA | Other | May 18, 2006 | Dec 26, 2025 (7162 d) |
| Matthew Justin Saenger | G2 Advisors, LLC unclassified | Steel Grove Capital Advisors, LLC independent RIA | Other | May 18, 2006 | Aug 24, 2018 (4481 d) |
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5 moves match.