Matthew Saenger has been an investment adviser representative at Sunbeam Capital Management since November 2023, and is not listed among the firm’s executive officers or direct owners.
Sunbeam Capital Management, LLC is a firm with $410M under management, 47 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Matthew Saenger’s longest registration was 12 years at Green Square Capital, LLC (2005–2017). Before joining Sunbeam Capital Management in 2023, Matthew Saenger was registered through Steel Grove Capital Advisors, LLC and G2 Advisors, LLC.
- – present · 2 yearsMemphis, TN · Adviser representative · Firm CRD 289723
- Steel Grove Capital Advisors, LLC– · 5 yearsMemphis, TN · Adviser representative · Firm CRD 115231
- G2 Advisors, LLC– · 1 yearMemphis, TN · Adviser representative · Firm CRD 132163
- Green Square Capital, LLC– · 12 yearsMemphis, TN · Adviser representative · Firm CRD 115231
Investment adviser representative registrations
Matthew Saenger is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2023; the most recent is Texas, in June 2025.
- TennesseeSince 20 November 2023
- TexasResidentSince 3 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2003 |
| Series 7 | General Securities Representative Examination | 3 November 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Justin Saenger
- CRD
- 4681363
- Firm
- Sunbeam Capital Management · CRD 289723
- Office
- Memphis, TN
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Saenger work?
Matthew Saenger is an investment adviser representative registered through Sunbeam Capital Management, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Saenger a financial advisor?
Yes. Matthew Saenger has a current investment-adviser registration in Tennessee and Texas, through Sunbeam Capital Management since November 2023.
How many years of experience does Matthew Saenger have?
Matthew Saenger has 21 years in the financial industry, since September 2005, across 3 adviser firms.
What exams has Matthew Saenger passed?
Matthew Saenger has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2003.
Where did Matthew Saenger work before Sunbeam Capital Management?
Before Sunbeam Capital Management, Matthew Saenger was registered through G2 Advisors, LLC, January 2005 to May 2006; Green Square Capital, LLC, January 2005 to December 2017.
Where is Matthew Saenger based?
Matthew Saenger’s registered office is in Memphis, TN.
Is Matthew Saenger registered with FINRA?
No. Matthew Saenger has no current broker registration.
How can I verify Matthew Saenger’s record?
Search CRD 4681363 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Saenger’s full registration record.