Timothy Clyde Ballard
Investment adviser representative at Steel Grove Capital Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Steel Grove Capital Advisors, LLCDec 2025 to now
- Steel Grove Capital Advisors LLC (formerly Green Square Capital)May 2023 to now
- Green Square CapitalMay 2018 to May 2023
- Cantor Fitzgerald & CoJul 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TN).
Steel Grove Capital Advisors, LLC
$1.6BAssets managed
884Clients
7Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2648845
- Firm CRD
- 115231