William Carroll Martin
Investment adviser representative at Steel Grove Capital Advisors, LLC
29 yearsExperience
1 stateRegistered in
CFADesignation
$1.6BFirm assets
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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
29 years in the industry.
- Worthington Capital Management, LLCMar 2023 to now
- Steel Grove Capital Advisors, LLCJan 2022 to now
- Bondurant Futures, IncAug 1997 to Dec 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2960330
- Firm CRD
- 115231