SourcingSourcing

503 CAPITAL PARTNERS, LLC

C41
CRD 327580·SEC 801-130277·LEAWOOD, KS
AUM
$636.4M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
503 CAPITAL PARTNERS, LLC
CRD
327580
SEC file #
801-130277
EIN
—
DBA names
—

Economics

AUM
$636.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$398.7M → $636.4M▲ +60%
Client mix
Pooled Investment Vehicles8
Individuals High Net Worth5

Operations

Employees (total)
14
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
9 advisors → 9 advisors▬ 0%
Primary office
LEAWOOD KS
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
503capitalpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
503 HOLDCO, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
503 HOLDCO, LLC
HENSON, GARY, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
503CAPITALPARTNERS.COM
Rdap Domain Creation Date
2023-07-19T22:16:51Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
PDR Ltd. d/b/a PublicDomainRegistry.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
U.s. Bank24
Charles Schwab6
E*trade4
Bny Mellon2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-19T22:16:51Z
Rdap Domain Last Changed
2026-02-17T05:37:54Z
Rdap Nameservers
Celeste.ns.cloudflare.comHank.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
GARY PAUL HENSON
Executive Officer · 2.5%
2130871
KATHERINE M MOORE
Executive Officer · 2.5%
5393729
Sifford, David, Falls
Executive Officer · 2.5%
7833660