Steven Allen Grove
Investment adviser representative at Liberty One Investment Management
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Money Concepts CapitalAug 2024 to now
- Liberty One Investment Management, LLCOct 2022 to now
- Brinker Capital Securities, LLCMay 2022 to Sep 2022
- Orion Portfolio Solutions, LLCJan 2019 to Sep 2022
- Cls Investments, LLCMay 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NE).
Liberty One Investment Management
Legal name: Liberty One Investment Management, LLC
$1.1BAssets managed
10Clients
15Advisers
7 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
- 6484592
- Firm CRD
- 304290