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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TEALWOOD ASSET MANAGEMENT

TEALWOOD ASSET MANAGEMENT INC, CRD 105245

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4913d58b-a694-9df8-29f8-a782b331efa2

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Dec 6, 2011 to Feb 6, 2026
51 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.01 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $365MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $365M
Private client RAUM: $356MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $73.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 681
Individual clients: 61
High net worth clients: 169
Custody, client assets: $76.5M
SEC number: 801-29095
CIK: 1164062
CRD: 105245
Filings on the tape: 51
First filed: Dec 6, 2011
Latest filed: Feb 6, 2026
Organised: Corporation, MN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHARLES CHEYNE MAHAR	n/a	MINNEAPOLIS, MN	20	43	n/a	no
STEVEN MATTHEW RICHTER	Chartered Financial Analyst	MINNEAPOLIS, MN	12	19	n/a	no
JOHN CARL ZEVNICK	n/a	MINNEAPOLIS, MN	12	16	n/a	no
STEPHEN PEET MOSELEY	Certified Financial Planner	MINNEAPOLIS, MN	10	25	2	no
DAVID YOUNG NEAL	n/a	MINNEAPOLIS, MN	0	27	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MAHAR, CHARLES, CHEYNE	Chairman	D	yes	10/2024	Dec 6, 2011	Oct 14, 2024
MOSELEY, STEPHEN, PEET	Ceo	B	yes	10/2024	Jun 1, 2020	Oct 14, 2024
RICHTER, STEVEN, MATTHEW	Cio	B	yes	10/2024	Dec 6, 2011	Oct 14, 2024
WARNEKE, MICHELLE, ELIZABETH	CHIEF COMPLIANCE OFFICER	Na	yes	06/2022	Mar 22, 2023	Oct 14, 2024
ZEVNICK, JOHN, CARL	Owner	Na	no	01/2024	Oct 17, 2012	Oct 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 6, 2026	$365M	$365M	7	4	0	n/a	n/a
2024	Jan 28, 2025	$364M	$364M	7	5	0	n/a	n/a
2023	Mar 28, 2024	$344M	$343M	5	4	0	n/a	n/a
2022	Mar 22, 2023	$328M	$328M	6	5	0	n/a	n/a
2021	Mar 24, 2022	$364M	$364M	9	7	0	n/a	n/a
2020	Mar 31, 2021	$375M	$375M	11	9	0	n/a	n/a
2019	Mar 30, 2020	$413M	$413M	11	10	0	n/a	n/a
2018	Feb 19, 2019	$388M	$388M	11	10	0	n/a	n/a
2017	Feb 28, 2018	$425M	$425M	10	10	0	n/a	n/a
2016	Feb 15, 2017	$390M	$390M	9	8	n/a	n/a	n/a
2015	Feb 25, 2016	$357M	$356M	9	8	n/a	n/a	n/a
2014	Mar 26, 2015	$402M	$402M	8	8	n/a	n/a	n/a
2013	Mar 28, 2014	$381M	$381M	8	8	n/a	n/a	n/a
2012	Feb 7, 2013	$307M	$307M	8	8	n/a	n/a	n/a
2011	Jan 19, 2012	$314M	$311M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$365M	$364M	0.3%	$328M	3.7%	7	7	0	0

Relationships

Registered with (7)

← DAVID YOUNG NEALAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← STEPHEN PEET MOSELEYAdvisorregistration: current employment
Feb 25, 2016 to presentfactForm ADV
← STEVEN MATTHEW RICHTERAdvisorregistration: current employment
Dec 19, 2013 to presentfactForm ADV
← JOHN CARL ZEVNICKAdvisorregistration: current employment
Dec 19, 2013 to presentfactForm ADV
← CHARLES CHEYNE MAHARAdvisorregistration: current employment
May 11, 2006 to presentfactForm ADV
← TODD FREDERICK KROUGHAdvisorregistration: previous registration
Oct 26, 2017 to Feb 22, 2023factForm ADV
← WENDY K BENNISAdvisorregistration: previous registration
Dec 19, 2013 to Jul 27, 2021factForm ADV

Controls (4)

← MAHAR, CHARLES, CHEYNEOwnerCHAIRMAN, ownership code D, individual
Dec 6, 2011 to Oct 14, 2024factForm ADV
← MOSELEY, STEPHEN, PEETOwnerCEO, ownership code B, individual
Jun 1, 2020 to Oct 14, 2024factForm ADV
← RICHTER, STEVEN, MATTHEWOwnerCIO, ownership code B, individual
Dec 6, 2011 to Oct 14, 2024factForm ADV
← WARNEKE, MICHELLE, ELIZABETHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 22, 2023 to Oct 14, 2024factForm ADV

Owns (1)

← ZEVNICK, JOHN, CARLOwnerOWNER, ownership code NA, individual
Oct 17, 2012 to Oct 14, 2024factForm ADV

Dated events

Occurred
Feb 22, 2023
Advisor changed firm
Todd Frederick Krough left Tealwood Asset Management for Umb Private Wealth Management, Llc (registered 2026-05-12)
Form ADVobserved 3 days ago
Occurred
Jun 1, 2020
Control person left
Lynn Jodi Halbert (Principal Owner) no longer on Schedule A of Tealwood Asset Management (listed 2020-03-30, absent 2020-06-01)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4913d58b-a694-9df8-29f8-a782b331efa2
First observed: Dec 6, 2011
Last observed: Feb 6, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TEALWOOD ASSET MANAGEMENT

TEALWOOD ASSET MANAGEMENT INC, CRD 105245

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4913d58b-a694-9df8-29f8-a782b331efa2

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHARLES CHEYNE MAHAR

n/a

MINNEAPOLIS, MN

n/a

STEVEN MATTHEW RICHTER

Chartered Financial Analyst

MINNEAPOLIS, MN

n/a

JOHN CARL ZEVNICK

n/a

MINNEAPOLIS, MN

n/a

STEPHEN PEET MOSELEY

Certified Financial Planner

MINNEAPOLIS, MN

DAVID YOUNG NEAL

n/a

MINNEAPOLIS, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAHAR, CHARLES, CHEYNE

Chairman

yes

10/2024

Dec 6, 2011

Oct 14, 2024

MOSELEY, STEPHEN, PEET

Ceo

yes

10/2024

Jun 1, 2020

Oct 14, 2024

RICHTER, STEVEN, MATTHEW

Cio

yes

10/2024

Dec 6, 2011

Oct 14, 2024

WARNEKE, MICHELLE, ELIZABETH

CHIEF COMPLIANCE OFFICER

yes

06/2022

Mar 22, 2023

Oct 14, 2024

ZEVNICK, JOHN, CARL

Owner

01/2024

Oct 17, 2012

Oct 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$365M

n/a

2024

Jan 28, 2025

$364M

n/a

2023

Mar 28, 2024

$344M

$343M

n/a

2022

Mar 22, 2023

$328M

n/a

2021

Mar 24, 2022

$364M

n/a

2020

Mar 31, 2021

$375M

n/a

2019

Mar 30, 2020

$413M

n/a

2018

Feb 19, 2019

$388M

n/a

2017

Feb 28, 2018

$425M

n/a

2016

Feb 15, 2017

$390M

n/a

2015

Feb 25, 2016

$357M

$356M

n/a

2014

Mar 26, 2015

$402M

n/a

2013

Mar 28, 2014

$381M

n/a

2012

Feb 7, 2013

$307M

n/a

2011

Jan 19, 2012

$314M

$311M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$365M

$364M

0.3%

$328M

3.7%