# 503 Capital Partners, LLC

> 503 Capital Partners, LLC is an SEC-registered investment advisory firm in Leawood, KS, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 327580
- Filed as: 503 CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leawood, KS
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327580
- AdvisorCensus page: https://advisorcensus.com/firm/503-capital-partners-llc-leawood-ks-327580

## Quick answers

**How is 503 Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 503 Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is 503 Capital Partners, LLC located?**
503 Capital Partners, LLC's principal office is in Leawood, KS, according to its Form ADV.

**Is 503 Capital Partners, LLC registered with the SEC or a state?**
503 Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 327580.

**How much does 503 Capital Partners, LLC manage?**
503 Capital Partners, LLC reports $636,447,785 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**How have 503 Capital Partners, LLC's assets and staff changed since 2024?**
In the Form ADV data for 503 Capital Partners, LLC: Regulatory assets under management: $381,953,513 in the October 2024 data and $636,447,785 in the October 2026 data, up 67%. Total employees: 14 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 503 Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8); high net worth individuals (5).

**Which custodians does 503 Capital Partners, LLC use?**
503 Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, N.A. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does 503 Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327580

**What changed in 503 Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $398,726,553 to $636,447,785 (+60%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon, N.A.
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $636,447,785
- Discretionary: $636,447,785
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $213,755,935 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $392,545,627 |
| Charitable organizations | Fewer than 5 | $30,146,223 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 503capitalpartners.com
- LinkedIn @503-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $381,953,513 | 14 | August 27, 2024 |
| October 2025 | $398,726,553 | 13 | March 20, 2025 |
| October 2026 | $636,447,785 | 14 | April 8, 2026 |

Regulatory assets under management: $381,953,513 in the October 2024 data and $636,447,785 in the October 2026 data, up 67%.
Total employees: 14 in October 2024 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $398,726,553 to $636,447,785 (+60%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 503 Capital Partners, LLC (CRD 327580): Form ADV filing data as of October 2026.