Craig Heppel Sneed
Investment adviser representative at Steel Grove Capital Advisors, LLC
13 yearsExperience
2 statesRegistered in
$1.6BFirm assets
25 yearsFirm in business
Are you Craig Heppel Sneed? Claim your profile
Contact this firm
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
13 years in the industry.
- Steel Grove Capital Advisors, LLCMar 2023 to now
- Silverleafe Capital PartnersDec 2017 to Mar 2023
- Premier Storage InvestorsMar 2017 to Dec 2017
- Sycamore PicturesJul 2013 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7718452
- Firm CRD
- 115231