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TEALWOOD ASSET MANAGEMENT
Legal name: TEALWOOD ASSET MANAGEMENT INC
CRD 105245File 801-29095
APPROVED
Retail clients
Custody
Filing as of Feb 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$365.4M
Below cohort median (national)
Discretionary AUM
$365.4M
Clients
231
681 accounts
Employees
7
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 18, 1987
- Principal office
- 120 SOUTH 6TH STREET, SUITE 1900, MINNEAPOLIS, MN, 55402
- Phone
- 612-340-0181
- Website
- HTTPS://WWW.TEALWOOD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $365.4M
- Discretionary AUM
- $365.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 681
- Non-discretionary accounts
- 0
- Total accounts
- 681
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.5M |
| Investment companies | 1 | $195K |
| Charitable organizations | Fewer than 5 | $453K |
| Other investment advisers | Fewer than 5 | $3.1M |
| High net worth individuals | 169 | $316.5M |
| Pension and profit sharing plans | Fewer than 5 | $3.1M |
| Individuals (other than high net worth individuals) | 61 | $39.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 247 | 231 | decreased by16 |
| Mar 1, 2026 | AUM | $364,416,691 | $365,398,285 | increased by$981,594 |
| Mar 1, 2026 | Accounts | 738 | 681 | decreased by57 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 308 | 247 | decreased by61 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $364,321,758 | $364,416,691 | increased by$94,933 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 838 | 738 | decreased by100 |
| Apr 1, 2022 | Clients | 314 | 308 | decreased by6 |
| Apr 1, 2022 | AUM | $380,821,026 | $364,321,758 | decreased by$16,499,268 |
| Apr 1, 2022 | Accounts | 833 | 838 | increased by5 |
| Feb 1, 2022 | Employees | 11 | 9 | decreased by2 |
| Feb 1, 2022 | Clients | 336 | 314 | decreased by22 |
| Feb 1, 2022 | AUM | $374,931,761 | $380,821,026 | increased by$5,889,265 |
| Feb 1, 2022 | Accounts | 884 | 833 | decreased by51 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TEALWOOD ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TEALWOOD ASSET” 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.