DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Leuthold Weeden Capital Management
Legal name The Leuthold Group, LLC
Latest filing Jul 6, 2026
First filing on the tape Jan 31, 2012 · 53 filings
SEC status approved since Oct 16, 1987
RAUM
$1.2B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
3.5%
$40.8M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$195M
derived; firm RAUM over IAPD count
Employees
17
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$1.2B as of Jul 6, 2026
Jan 31, 2012$3.2B then
HNW client RAUM$40.8M as of Jul 6, 2026
Mar 27, 2018$175M then
State-registered IARs (5.B.3)7 as of Jul 6, 2026
Mar 4, 20130 then
Employees (5.A)17 as of Jul 6, 2026
Mar 4, 201331 then
Private funds1 as of Jul 6, 2026
Jan 31, 20121 then
RAUM +8.0% over the last fiscal year+1.4% a year over threeIARs 8 to 7
Practice profile
derived from the filing of Jul 6, 2026; every figure names its basis
- RAUM per advisor
- $195MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 10derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $679,501derivedHNW RAUM over HNW clients
- Average account
- $5.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 1.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.8derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- -13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +18%derived
- Compensation
- percentage of assets, fixed fees, subscriptionreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, publicationsreportedItem 5.G
- Custody
- $41.6M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$728M65%
- Corporations and businesses$299M27%
- Pooled investment vehicles$41.6M3.7%
- High-net-worth individuals$40.8M3.6%
- Pension and profit-sharing plans$12.3M1.1%
- Individual clients
- 0reported
- HNW clients
- 60reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 200reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $41.6M for 1 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.03 fund_share=0.66 institutional_share=0.01 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Chet Leadholm | Minneapolis, Mn | Nov 4, 2013 | 28 y | 1 |
| Paula Suzanne Mikl | Minneapolis, Mn | Dec 3, 2013 | 34 y | 0 |
| John Christopher Mueller | Minneapolis, Mn | Dec 3, 2013 | 25 y | 0 |
| Scott D. OpsalChartered Financial Analyst | Minneapolis, Mn | Jan 1, 2026 | 10 y | 0 |
| Philip Donald SegnerChartered Financial Analyst | Minneapolis, Mn | Jan 1, 2026 | 15 y | 0 |
| Jeffrey Winston Huge | Minneapolis, Mn | Jan 1, 2026 | 35 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jun Zhu to Ameriprise Financial Services, LLCFeb 21, 2022 · Other
- Hilary J Sweeney to Thrivent Investment Management Inc.Sep 11, 2018 · Other
Joined, latest
- Jeffrey Winston Huge from Weeden & Co.L.P.Jan 1, 2026 · Other
- Jeffrey Chet Leadholm from Weeden & Co.L.P.Nov 4, 2013 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Weeden & Co.L.P.Dec 10, 2015 · Greenwich, Ct
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Leuthold Private Strategy Common Fundno longer reported | Other Private Fund | $45.0M | 3 | Jan 31, 2012 |
| Leuthold Global Industries, L.P. | Hedge Fund | $31.2M | 3 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Scott William Bower · Membercontrolsince 06/2024 · owns less than 5%
- Joseph Darrin Homme · Chief Technology Officercontrolsince 12/2006 · owns 5% to 10%
- Roderick Glenn Larson · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- Chet Jeffrey Leadholm · Co-Chief Executive Officer, Managercontrolsince 07/2005 · owns 5% to 10%
- Christopher John Mueller · Co-Chief Executive Officer, Managercontrolsince 07/2005 · owns 10% to 25%
- Raymond Douglas Ramsey · Chief Investment Officer And Portfolio Managercontrolsince 10/2011 · owns 5% to 10%
- Michael Greg Swenson · Membersince 07/2006 · owns 5% to 10%
- Nmn Chun Wang · Membersince 06/2009 · owns 5% to 10%
Entity owners
- Town Lake Partners, LLC · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Advisers that list Leuthold Weeden Capital Management as a related person
- 160493 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Minneapolis, Mn · principal | 6 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 232 to 200Nov 19, 2025 to Mar 31, 2026
- Advisory employees · 8 to 7Nov 19, 2025 to Mar 31, 2026
- Corporate clients · 36 to 34Nov 19, 2025 to Mar 31, 2026
- HNW clients · 51 to 60Nov 19, 2025 to Mar 31, 2026
- Assets in custody · $32.5M to $41.6MNov 19, 2025 to Mar 31, 2026
- State-registered IARs · 8 to 7Nov 19, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.0B to $1.1BNov 19, 2025 to Mar 31, 2026
- HNW RAUM · $36.2M to $40.8MNov 19, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $47.9M to $47.7MNov 19, 2025 to Mar 31, 2026
- Pension RAUM · $10.8M to $12.3MNov 19, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $32.5M to $41.6MNov 19, 2025 to Mar 31, 2026
- RAUM · $1.1B to $1.2BNov 19, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 27, 2025 to May 6, 2025
- Accounts · 127 to 232Jul 19, 2024 to Mar 27, 2025
- Corporate clients · 34 to 36Jul 19, 2024 to Mar 27, 2025
- HNW clients · 52 to 51Jul 19, 2024 to Mar 27, 2025
- Assets in custody · $31.2M to $32.5MJul 19, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.1B to $1.0BJul 19, 2024 to Mar 27, 2025
- HNW RAUM · $34.6M to $36.2MJul 19, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $37.7M to $47.9MJul 19, 2024 to Mar 27, 2025
- Pension RAUM · $13.7M to $10.8MJul 19, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $31.2M to $32.5MJul 19, 2024 to Mar 27, 2025
- RAUM · $1.1B to $1.1BJul 19, 2024 to Mar 27, 2025
- Accounts · 109 to 127Jan 9, 2024 to Mar 29, 2024
- Corporate clients · 33 to 34Jan 9, 2024 to Mar 29, 2024
- Assets in custody · $29.3M to $31.2MJan 9, 2024 to Mar 29, 2024
- Employees · 19 to 17Jan 9, 2024 to Mar 29, 2024
- Discretionary RAUM · $1.1B to $1.1BJan 9, 2024 to Mar 29, 2024
- HNW RAUM · $30.9M to $34.6MJan 9, 2024 to Mar 29, 2024
- Non-discretionary RAUM · $30.6M to $37.7MJan 9, 2024 to Mar 29, 2024
- Pension RAUM · $26.5M to $13.7MJan 9, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $29.3M to $31.2MJan 9, 2024 to Mar 29, 2024
- RAUM · $1.1B to $1.1BJan 9, 2024 to Mar 29, 2024
- Related broker-dealer · true to falseJan 9, 2024 to Mar 29, 2024
- Accounts · 113 to 109Jan 30, 2023 to Mar 30, 2023
- Advisory employees · 9 to 8Jan 30, 2023 to Mar 30, 2023
- Corporate clients · 34 to 33Jan 30, 2023 to Mar 30, 2023
- HNW clients · 55 to 52Jan 30, 2023 to Mar 30, 2023
- Assets in custody · $33.6M to $29.3MJan 30, 2023 to Mar 30, 2023
- Employees · 21 to 19Jan 30, 2023 to Mar 30, 2023
Signals
7 dated events
- Scott William Bower (Member) appeared on Schedule A of Leuthold Weeden Capital ManagementJul 19, 2024 · Control person joined · fact
- Angelo Robert Cervoni (Manager) no longer on Schedule A of Leuthold Weeden Capital Management (listed 2024-05-10, absent 2024-07-19)Jul 19, 2024 · Control person left · inference
- Allen Roger Peters (Chief Compliance Officer) no longer on Schedule A of Leuthold Weeden Capital Management (listed 2023-03-30, absent 2024-01-09)Jan 9, 2024 · Control person left · inference
- Roderick Glenn Larson (Chief Compliance Officer) appeared on Schedule A of Leuthold Weeden Capital ManagementJan 9, 2024 · Control person joined · fact
- William James Paulsen (Chief Investment Strategist) no longer on Schedule A of Leuthold Weeden Capital Management (listed 2022-05-20, absent 2023-01-30)Jan 30, 2023 · Control person left · inference
- Jo Holly Weiss (Chief Financial Officer) no longer on Schedule A of Leuthold Weeden Capital Management (listed 2022-03-31, absent 2022-05-19)May 19, 2022 · Control person left · inference
- Jun Zhu left Leuthold Weeden Capital Management for Ameriprise Financial Services, Llc (registered 2022-11-22)Feb 21, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- LEUTHOLDGROUP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 612-332-9141reportedpublic record, Form ADV, Jul 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $195Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026