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 corporate adviser that describes itself as a hedge fund-style manager and has been registered since 1992. The firm manages portfolios for individuals and families as well as institutional clients, offering portfolio management for individual/small business accounts, pooled investment vehicles, and institutional/business accounts. Its fee model is percentage-of-assets-under-management. The adviser is organized under individual ownership, does not present itself as a multi-state adviser, and does not identify as an active ESG investor or a pension consultant.