SourcingSourcing

SPUR CAPITAL PARTNERS, LLC

B50
CRD 115959·SEC 801-60804·BARTLESVILLE, OK
AUM
$879.9M
$500M-$1B
Est. Revenue
$8.8M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$21.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPUR CAPITAL PARTNERS, LLC
CRD
115959
SEC file #
801-60804
EIN
—
DBA names
Spur Capital Partners

Economics

AUM
$879.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$763.9M → $879.9M▲ +15%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
BARTLESVILLE OK
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2025
ADV-W filed at
—
Website
spurcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FETSCH, PAUL, DOUGLAS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
FETSCH, PAUL, DOUGLAS
KELLY, CHILDS, BRADFORD
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
SPURCAP.COM
Rdap Domain Creation Date
2002-07-30T21:18:29Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2791
Soi Zip Pct 200k Plus
0.0892
Soi Zip Returns 200k Plus
1,090
Soi Zip Total AGI
1,075,533
Fdic Zip Total Deposits
7,705,118,000
Fdic Zip Branch Count
227
Fdic Zip Top Banks
Arvest Bank
WestStar Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Osage Federal Savings and Loan Association of PawhuskaBartlesville, OK
WestStar BankBartlesville, OK
Fdic Zip HHI
2760.28
Fdic Zip Top Bank Share Pct
50.42
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-30T21:18:29Z
Rdap Domain Last Changed
2025-06-30T06:15:27Z
Rdap Nameservers
Miki.ns.cloudflare.comMilan.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,482
Returns3,200
Stub 2
AGI98,599
Returns2,670
Stub 3
AGI105,337
Returns1,700
Soi Zip Total Business Income
22,652
Soi Zip Total Cap Gains
39,575
Soi Zip Total Dividends
31,381
Soi Zip Total Returns
12,220
Top Owner CRD
1712008
Trust Company Affiliate
No

People (6)

6
PAUL DOUGLAS FETSCH
Direct Owner · 37.5%
1712008
CHILDS BRADFORD KELLY
Direct Owner · 37.5%
2440649
JOAN CONNIFF HEIDORN
Direct Owner · 17.5%
3154424
GOMPERS, PAUL
Direct Owner · 17.5%
4386002
HORTEN, MATTHEW, DAVID
Executive Officer · 2.5%
6180900
HIGHTOWER, TERESA, RENE'
Executive Officer · 2.5%
5512738