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503 CAPITAL PARTNERS, LLC

CRD 327580File 801-130277
APPROVED
Retail clients
Custody
Filing as of Apr 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$636.4M
Above cohort median (national)
Discretionary AUM
$636.4M
Clients
13
14 accounts
Employees
14
Above cohort median in KS

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
May 30, 2024
Principal office
4000 W. 114TH STREET, SUITE 260, LEAWOOD, KS, 66211
Phone
913-279-0177

Assets & accounts

ADV Item 5F
Total regulatory AUM
$636.4M
Discretionary AUM
$636.4M
Non-discretionary AUM
$0
Discretionary accounts
14
Non-discretionary accounts
0
Total accounts
14
AUM per client
$49.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$30.1M
High net worth individuals5$213.8M
Pooled investment vehicles8$392.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1314increased by1
Apr 1, 2026Clients1113increased by2
Apr 1, 2026AUM$398,726,553$636,447,785increased by$237,721,232
Apr 1, 2026Accounts1114increased by3
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “503 CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“503 CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.