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LEUTHOLD WEEDEN CAPITAL MANAGEMENT
Legal name: THE LEUTHOLD GROUP, LLC
CRD 105826File 801-30686
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.17B
Above cohort median (national)
Discretionary AUM
$1.12B
Non-discretionary $47.7M
Clients
101
200 accounts
Employees
17
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 16, 1987
- Principal office
- 100 NORTH 6TH STREET, SUITE 600A, MINNEAPOLIS, MN, 55403
- Phone
- 612-332-9141
- Website
- HTTPS://LEUTHOLDGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.17B
- Discretionary AUM
- $1.12B
- Non-discretionary AUM
- $47.7M
- Discretionary accounts
- 101
- Non-discretionary accounts
- 99
- Total accounts
- 200
- AUM per client
- $11.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 34 | $298.7M |
| Investment companies | 5 | $727.8M |
| High net worth individuals | 60 | $40.8M |
| Pooled investment vehicles | 1 | $41.6M |
| Pension and profit sharing plans | Fewer than 5 | $12.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 200 | 101 | decreased by99 |
| Apr 1, 2026 | Clients | 232 | 200 | decreased by32 |
| Apr 1, 2026 | AUM | $1,082,356,990 | $1,168,984,227 | increased by$86,627,237 |
| Apr 1, 2026 | Accounts | 232 | 200 | decreased by32 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 17 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 113 | 232 | increased by119 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,103,017,960 | $1,082,356,990 | decreased by$20,660,970 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 113 | 232 | increased by119 |
| Apr 1, 2022 | Employees | 22 | 21 | decreased by1 |
| Apr 1, 2022 | Clients | 98 | 113 | increased by15 |
| Apr 1, 2022 | AUM | $994,885,790 | $1,103,017,960 | increased by$108,132,170 |
| Apr 1, 2022 | Accounts | 98 | 113 | increased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEUTHOLD WEEDEN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEUTHOLD WEEDEN” 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.