SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Leuthold Weeden Capital Management
Minneapolis, MN
The Leuthold Group, LLC, CRD 105826
Firm filing updated July 6, 2026 ·
- $1.2BAssets
- 7Advisory staff
- 200Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)Yes
- Hourly chargesNo
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals60
- Corporations or other businesses34
- Investment companies5
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 60 | $40.8 million |
| Investment companies | 5 | $727.8 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $41.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $12.3 million |
| Corporations or other businesses not listed above | 34 | $298.7 million |
| Other: "NONDISCRETIONARY" | 99 | $47.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Assets and accounts
- Regulatory assets$1.2 billion
- Accounts200
- Discretionary$1.1 billion · 101 accounts
- Non-discretionary$47.7 million · 99 accounts
People
- Employees17
- Advisory staff7
- Broker-dealer reps2
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: The Leuthold Group, LLC SEC-registered investment advisor. CRD 105826, SEC file 801-30686.
- Registered with the SEC as an investment advisor (status date on record: October 16, 1987).
Is Leuthold Weeden Capital Management a fiduciary?
Short answer: Leuthold Weeden Capital Management is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.