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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

THE LEUTHOLD GROUP, LLC, CRD 105826

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:8bdf4914-6def-a95d-2bc0-62f7a94dd0d6

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 7
On other graphs: 0
Observed: Jan 31, 2012 to Jul 6, 2026
53 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: asset managerderivedprivate_client_share=0.03 fund_share=0.66 institutional_share=0.01 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $40.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 3%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $195Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 200
Individual clients: 0
High net worth clients: 60
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $41.6M
SEC number: 801-30686
CIK: 1170152
CRD: 105826
Filings on the tape: 53
First filed: Jan 31, 2012
Latest filed: Jul 6, 2026
Organised: Limited Liability Company, DE

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
JEFFREY CHET LEADHOLM	n/a	MINNEAPOLIS, MN	12	28	1	no
JOHN CHRISTOPHER MUELLER	n/a	MINNEAPOLIS, MN	12	25	n/a	no
PAULA SUZANNE MIKL	n/a	MINNEAPOLIS, MN	12	34	n/a	yes
JEFFREY WINSTON HUGE	n/a	MINNEAPOLIS, MN	0	35	1	no
SCOTT D. OPSAL	Chartered Financial Analyst	MINNEAPOLIS, MN	0	10	n/a	no
Philip Donald Segner	Chartered Financial Analyst	MINNEAPOLIS, MN	0	15	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LEUTHOLD PRIVATE STRATEGY COMMON FUND	Other Private Fund	$45.0M	Aug 1, 2012	3	Jan 31, 2012	dropped	n/a
LEUTHOLD GLOBAL INDUSTRIES, L.P.	Hedge Fund	$31.2M	Jul 19, 2024	3	Feb 10, 2012	reported	021-133782

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
BOWER, WILLIAM, SCOTT	Member	Na	yes	06/2024	Jul 19, 2024	Jul 19, 2024
HOMME, DARRIN, JOSEPH	CHIEF TECHNOLOGY OFFICER	A	yes	12/2006	Jan 31, 2012	Jul 19, 2024
LARSON, GLENN, RODERICK	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Jan 9, 2024	Jul 19, 2024
LEADHOLM, JEFFREY, CHET	CO-CHIEF EXECUTIVE OFFICER, MANAGER	A	yes	07/2005	Jan 31, 2012	Jul 19, 2024
MUELLER, JOHN, CHRISTOPHER	CO-CHIEF EXECUTIVE OFFICER, MANAGER	B	yes	07/2005	Jan 31, 2012	Jul 19, 2024
RAMSEY, DOUGLAS, RAYMOND	CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER	A	yes	10/2011	Jan 31, 2012	Jul 19, 2024
SWENSON, GREG, MICHAEL	Member	A	no	07/2006	Mar 30, 2023	Jul 19, 2024
TOWN LAKE PARTNERS, LLC	Member	B	no	06/2024	Jul 19, 2024	Jul 19, 2024
WANG, CHUN, NMN	Member	A	no	06/2009	Mar 31, 2022	Jul 19, 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	Mar 31, 2026	$1.2B	$1.1B	17	7	0	1	n/a
2024	Mar 27, 2025	$1.1B	$1.0B	17	8	0	1	n/a
2023	Mar 29, 2024	$1.1B	$1.1B	17	8	0	1	$31.2M
2022	Mar 30, 2023	$1.1B	$1.1B	19	8	0	1	$29.3M
2021	Mar 31, 2022	$1.1B	$1.1B	21	9	0	1	$33.6M
2020	Mar 24, 2021	$995M	$964M	22	10	0	1	$26.7M
2019	Mar 18, 2020	$1.0B	$1.0B	22	10	0	1	$24.7M
2018	Mar 13, 2019	$1.2B	$1.2B	24	12	0	1	$21.5M
2017	Mar 27, 2018	$1.5B	$1.5B	26	14	0	1	$27.9M
2016	Feb 9, 2017	$1.5B	$1.5B	25	14	n/a	1	$22.5M
2015	Feb 25, 2016	$1.8B	$1.8B	26	13	n/a	1	$22.1M
2014	Mar 2, 2015	$1.6B	$1.6B	26	13	n/a	1	$22.5M
2013	Mar 4, 2014	$1.6B	$1.6B	26	14	n/a	1	$23.7M
2012	Mar 4, 2013	$2.0B	$2.0B	31	16	n/a	n/a	n/a
2011	Jan 31, 2012	$3.2B	$3.2B	n/a	n/a	n/a	1	$45.0M

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
1	0	1	0.0%	0	0	0	1	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	$1.2B	$1.1B	8.0%	$1.1B	1.4%	17	17	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEEDEN & CO.L.P.	2	Dec 10, 2015	Jan 1, 2026	GREENWICH, CT	Team lift out	Other	100.0%

Relationships

Registered with (8)

← JEFFREY WINSTON HUGEAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← SCOTT D. OPSALAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Philip Donald SegnerAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← JOHN CHRISTOPHER MUELLERAdvisorregistration: current employment
Dec 3, 2013 to presentfactForm ADV
← PAULA SUZANNE MIKLAdvisorregistration: current employment
Dec 3, 2013 to presentfactForm ADV
← JEFFREY CHET LEADHOLMAdvisorregistration: current employment
Nov 4, 2013 to presentfactForm ADV
← Jun ZhuAdvisorregistration: previous registration
Jan 21, 2015 to Feb 21, 2022factForm ADV
← Hilary J SweeneyAdvisorregistration: previous registration
Nov 4, 2013 to Sep 11, 2018factForm ADV

Advises (2)

→ LEUTHOLD GLOBAL INDUSTRIES, L.P.Private fundHedge Fund, IA
Feb 10, 2012 to presentfactForm ADV
→ LEUTHOLD PRIVATE STRATEGY COMMON FUNDPrivate fundOther Private Fund, IA, no longer reported
Jan 31, 2012 to Aug 1, 2012factForm ADV

Affiliated with (1)

← LEUTHOLD WEEDEN HEDGE LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (6)

← RAMSEY, DOUGLAS, RAYMONDOwnerCHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER, ownership code A, individual
Jan 31, 2012 to Jul 19, 2024factForm ADV
← MUELLER, JOHN, CHRISTOPHEROwnerCO-CHIEF EXECUTIVE OFFICER, MANAGER, ownership code B, individual
Jan 31, 2012 to Jul 19, 2024factForm ADV
← LEADHOLM, JEFFREY, CHETOwnerCO-CHIEF EXECUTIVE OFFICER, MANAGER, ownership code A, individual
Jan 31, 2012 to Jul 19, 2024factForm ADV
← LARSON, GLENN, RODERICKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 9, 2024 to Jul 19, 2024factForm ADV
← HOMME, DARRIN, JOSEPHOwnerCHIEF TECHNOLOGY OFFICER, ownership code A, individual
Jan 31, 2012 to Jul 19, 2024factForm ADV
← BOWER, WILLIAM, SCOTTOwnerMEMBER, ownership code NA, individual
Jul 19, 2024 to Jul 19, 2024factForm ADV

Owns (3)

← WANG, CHUN, NMNOwnerMEMBER, ownership code A, individual
Mar 31, 2022 to Jul 19, 2024factForm ADV
← SWENSON, GREG, MICHAELOwnerMEMBER, ownership code A, individual
Mar 30, 2023 to Jul 19, 2024factForm ADV
← TOWN LAKE PARTNERS, LLCOwnerMEMBER, ownership code B, domestic entity
Jul 19, 2024 to Jul 19, 2024factForm ADV

Dated events

Occurred
Jul 19, 2024
Control person joined
Scott William Bower (Member) appeared on Schedule A of Leuthold Weeden Capital Management
Form ADVobserved 5 days ago
Occurred
Jul 19, 2024
Control person left
Angelo Robert Cervoni (Manager) no longer on Schedule A of Leuthold Weeden Capital Management (listed 2024-05-10, absent 2024-07-19)
Form ADVobserved 5 days ago
Occurred
Jan 9, 2024
Control person left
Allen Roger Peters (Chief Compliance Officer) no longer on Schedule A of Leuthold Weeden Capital Management (listed 2023-03-30, absent 2024-01-09)
Form ADVobserved 5 days ago
Occurred
Jan 9, 2024
Control person joined
Roderick Glenn Larson (Chief Compliance Officer) appeared on Schedule A of Leuthold Weeden Capital Management
Form ADVobserved 5 days ago
Occurred
Jan 30, 2023
Control person left
William James Paulsen (Chief Investment Strategist) no longer on Schedule A of Leuthold Weeden Capital Management (listed 2022-05-20, absent 2023-01-30)
Form ADVobserved 5 days ago
Occurred
May 19, 2022
Control person left
Jo Holly Weiss (Chief Financial Officer) no longer on Schedule A of Leuthold Weeden Capital Management (listed 2022-03-31, absent 2022-05-19)
Form ADVobserved 5 days ago
Occurred
Feb 21, 2022
Advisor changed firm
Jun Zhu left Leuthold Weeden Capital Management for Ameriprise Financial Services, Llc (registered 2022-11-22)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8bdf4914-6def-a95d-2bc0-62f7a94dd0d6
First observed: Jan 31, 2012
Last observed: Jul 6, 2026 2 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.

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

THE LEUTHOLD GROUP, LLC, CRD 105826

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:8bdf4914-6def-a95d-2bc0-62f7a94dd0d6

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY CHET LEADHOLM

n/a

MINNEAPOLIS, MN

JOHN CHRISTOPHER MUELLER

n/a

MINNEAPOLIS, MN

n/a

PAULA SUZANNE MIKL

n/a

MINNEAPOLIS, MN

n/a

yes

JEFFREY WINSTON HUGE

n/a

MINNEAPOLIS, MN

SCOTT D. OPSAL

Chartered Financial Analyst

MINNEAPOLIS, MN

n/a

Philip Donald Segner

Chartered Financial Analyst

MINNEAPOLIS, MN

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LEUTHOLD PRIVATE STRATEGY COMMON FUND

Other Private Fund

$45.0M

Aug 1, 2012

Jan 31, 2012

dropped

n/a

LEUTHOLD GLOBAL INDUSTRIES, L.P.

Hedge Fund

$31.2M

Jul 19, 2024

Feb 10, 2012

reported

021-133782

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOWER, WILLIAM, SCOTT

Member

yes

06/2024

Jul 19, 2024

HOMME, DARRIN, JOSEPH

CHIEF TECHNOLOGY OFFICER

yes

12/2006

Jan 31, 2012

Jul 19, 2024

LARSON, GLENN, RODERICK

CHIEF COMPLIANCE OFFICER

yes

01/2024

Jan 9, 2024

Jul 19, 2024

LEADHOLM, JEFFREY, CHET

CO-CHIEF EXECUTIVE OFFICER, MANAGER

yes

07/2005

Jan 31, 2012

Jul 19, 2024

MUELLER, JOHN, CHRISTOPHER

CO-CHIEF EXECUTIVE OFFICER, MANAGER

yes

07/2005

Jan 31, 2012

Jul 19, 2024

RAMSEY, DOUGLAS, RAYMOND

CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER

yes

10/2011

Jan 31, 2012

Jul 19, 2024

SWENSON, GREG, MICHAEL

Member

07/2006

Mar 30, 2023

Jul 19, 2024

TOWN LAKE PARTNERS, LLC

Member

06/2024

Jul 19, 2024

WANG, CHUN, NMN

Member

06/2009

Mar 31, 2022

Jul 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.2B

$1.1B

n/a

2024

Mar 27, 2025

$1.1B

$1.0B

n/a

2023

Mar 29, 2024

$1.1B

$31.2M

2022

Mar 30, 2023

$1.1B

$29.3M

2021

Mar 31, 2022

$1.1B

$33.6M

2020

Mar 24, 2021

$995M

$964M

$26.7M

2019

Mar 18, 2020

$1.0B

$24.7M

2018

Mar 13, 2019

$1.2B

$21.5M

2017

Mar 27, 2018

$1.5B

$27.9M

2016

Feb 9, 2017

$1.5B

n/a

$22.5M

2015

Feb 25, 2016

$1.8B

n/a

$22.1M

2014

Mar 2, 2015

$1.6B

n/a

$22.5M

2013

Mar 4, 2014

$1.6B

n/a

$23.7M

2012

Mar 4, 2013

$2.0B

n/a

2011

Jan 31, 2012

$3.2B

n/a

$45.0M

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

$1.2B

$1.1B

8.0%

$1.1B

1.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEEDEN & CO.L.P.

Dec 10, 2015

Jan 1, 2026

GREENWICH, CT

Team lift out

Other

100.0%