Data / Investment advisers / Minnesota / Speece Thorson Capital Group Inc
Speece Thorson Capital Group Inc, Minnetonka, MN: $469 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Speece Thorson Capital Group Inc is an SEC registered investment adviser with its main office in Minnetonka, Minnesota and reports $469 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include pension and profit sharing plans, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management. It advises 1 private fund.
The request: Watch Speece Thorson Capital Group Inc (CRD number 106052): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106052
- SEC file number
- 801-39816
- SEC status
- Approved, effective April 8, 1992
- Main office
- 601 Carlson Parkway Suite 850, Minnetonka, MN 55305
- Phone
- (612) 338-4649
- Website
- stcapital.com
- Regulatory AUM
- $469,000,000 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $469,000,000
- Accounts
- 41
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $126,000,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 2 | $119 million |
| High net worth individuals | 14 | $116 million |
| Pooled investment vehicles | 1 | $111 million |
| Charitable organizations | 9 | $106 million |
| Individuals (other than high net worth individuals) | 3 | $13 million |
| State or municipal government entities | 1 | $4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $469 million | March 24, 2026 |
| December 1, 2025 | $522 million | February 5, 2025 |
Other advisers in Minnetonka
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Navista Wealth Management, Inc. | Minnetonka | $709.6 million | Not listed | adviserinfo.sec.gov |
| Cherry Tree Wealth Management, LLC | Minnetonka | $673.5 million | Not listed | adviserinfo.sec.gov |
| McGinty Road Partners, LP | Minnetonka | $646 million | 7 | adviserinfo.sec.gov |
| Twele Capital Management, Inc. | Minnetonka | $578.5 million | Not listed | adviserinfo.sec.gov |
| Legacies Wealth LLC | Minnetonka | $505.4 million | Not listed | adviserinfo.sec.gov |
| Pathfinder 360 Managementco, LLC | Minnetonka | $343.8 million | 3 | adviserinfo.sec.gov |
| Merced Capital, L.P. | Minnetonka | $251.2 million | 6 | adviserinfo.sec.gov |
| E-Wealth Partners | Minnetonka | $218.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnetonka, MN
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Speece Thorson Capital Group Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.