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The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A - DISCLOSURE BROCHURE, filed 29 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Steel Grove Capital Advisors use?","answer":"Steel Grove Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.37B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Steel Grove Capital Advisors have?","answer":"Steel Grove Capital Advisors has 7 investment adviser representatives registered with state securities authorities, out of 13 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Steel Grove Capital Advisors invest in?","answer":"At the end of its last fiscal year, Steel Grove Capital Advisors’ separately managed accounts held 47% pooled vehicles (private funds and similar), 22% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds, 6% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Steel Grove Capital Advisors?","answer":"Steel Grove Capital Advisors’ direct owner is Steven Sansom (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Steel Grove Capital Advisors get paid?","answer":"Steel Grove Capital Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}