SPEECE THORSON CAPITAL GROUP INC

RIASEC RegisteredEst. 1992

Total AUM

$469M

Discretionary

$469M

100% of AUM

Avg account

$11.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MINNETONKA, Minnesota
CRD number: 106052
Registered since: April 8, 1992
Website: www.stcapital.com
Custodians: TRUSTMARK, NORTHERN TRUST SECURITIES, INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans25.37%
HNWI24.73%
Pooled Investment Vehicles23.67%
Charitable Organizations22.6%
Individuals2.77%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Speece Thorson Capital Group Inc. is an SEC-registered investment adviser (registered in 1992) organized as a corporation. The firm is classified as a hedge fund adviser and bills clients on a percentage-of-AUM fee basis. Its client mix includes high-net-worth individuals and families as well as institutional investors. Advisory services focus on portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional accounts. The firm does not identify as an active ESG investor.