SourcingSourcing

SPEECE THORSON CAPITAL GROUP INC

B50
CRD 106052·SEC 801-39816·MINNETONKA, MN
AUM
$469.0M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPEECE THORSON CAPITAL GROUP INC
CRD
106052
SEC file #
801-39816
EIN
411701874
DBA names
—

Economics

AUM
$469.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$361.0M → $469.0M▲ +30%
Client mix
Individuals High Net Worth14
Charitable Organizations9
Individuals Other3
Pension Profit Sharing Plans2
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
MINNETONKA MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
stcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SPEECE, FRED, HOWARD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SPEECE, FRED, HOWARD
JOHNSON, BENJAMIN, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STCAPITAL.COM
Rdap Domain Creation Date
2000-03-24T15:29:37Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
219,381
Form 5500 Compensation Trajectory 3y
2025219,381
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
219,381
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000900169
Edgar Registered
Yes
Edgar Filing Count
117
Edgar First Filing Date
1999-04-19
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
114
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0000900169-26-000002
Edgar Form D Count
1
Edgar Form D Offerings
2012-03-052012-03-05 · 0000900169-12-000002
Edgar Former Names
SPEECE LEWIS & THORSON INC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Northern Trust2
Edgar Addresses
Mailing
601 CARLSON PKWYSUITE 850MINNETONKA, MN 55305
Business
601 CARLSON PKWYSUITE 850MINNETONKA, MN 55305
Edgar EIN
411701874
Edgar Recent Filings
13F-HR2026-04-29 · 0000900169-26-000002
13F-HR2026-01-29 · 0000900169-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-24T14:29:37Z
Rdap Domain Last Changed
2026-02-22T14:31:14Z
Rdap Nameservers
Ns4.wixdns.netNs5.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2278982
Trust Company Affiliate
No

People (5)

5
SPEECE, FRED, HOWARD
IAR · Direct Owner · 37.5%
2278982
WEIGHT, MATTHEW, JEREMY
IAR · Direct Owner · 17.5%
4976477
JOHNSON, BENJAMIN, DAVID
IAR · Direct Owner · 17.5%
2515681
SWANSON, PETER, JAMES
IAR · Direct Owner · 17.5%
4208484
ROESKE, JASON, WILLIAM
IAR · Executive Officer · 2.5%
2216669