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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 200 | 101 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.