$469.0M Total AUM
$469.0M Disc. AUM
-1.9% 3Y CAGR
4 Employees
30 ADV. Clients
34 yrs Firm Age
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- Custodian
- Capital Group · Northern Trust · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-08-1992
- Office Locations
- 1
Office Locations
601 Carlson Parkway Suite 850 Minnetonka MN
About Speece Thorson Capital Group INC
Speece Thorson Capital Group is an independent, 100% employee-owned equity manager focused on high-quality mid- and small-cap value stocks for institutions and high-net-worth families. Founded in 1992, the team follows a fundamental, valuation-driven, long-term process and co-invests alongside clients in the same portfolios, aiming for consistent returns with lower volatility through cycles.
Team overview
-- AVG AGE
$117.3M AVG AUM / ADVISOR
$15.6M AVG AUM / CLIENT
9.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
34yrs Firm Age
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Asset Classes
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
F
FRED HOWARD SPEECE JR.
DIRECTOR
- CRD
- #2278982
- Ownership
- 25% but less than 50%
Available
Available
Available
B
BENJAMIN DAVID JOHNSON
DIRECTOR, Principal
- CRD
- #2515681
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $469,000,000 | $11,439,024 |
| Non-Discretionary | $0 | -- |
| Total | $469,000,000 | $11,439,024 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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