Speece Thorson Capital Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Minnetonka, MN. Its latest Form ADV filing, dated March 24, 2026, reports $469M in regulatory assets under management, 4 employees, and 41 accounts.
Assets Under Management
$469M
Employees
4
Offices
--
Total Clients
30
Primary office
MINNETONKA, MN
601 CARLSON PARKWAY, SUITE 850, MINNETONKA, MN, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 46.7% of total clients.
Top client categories% of clientsClients
1
HNWI
46.7%
14
2
Charitable
30.0%
9
3
Individuals
10.0%
3
4
Pension Plans
6.7%
2
5
Pooled Investment Vehicles
3.3%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$469Mas of March 24, 2026
Discretionary100.0%
$469M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$469M
Total Accounts41
10Y AUM Change$-10M (-2.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee8:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.