LEUTHOLD WEEDEN CAPITAL MANAGEMENT

RIASEC RegisteredEst. 1987
Total AUM
$1.2B
Discretionary
$1.1B
96% of AUM
Avg account
$5.8M
Accounts
200
Employees
17
Advisory reps
11

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
105826
Registered since
October 16, 1987
Website
leutholdgroup.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • Investment Companies62.26%
  • Corporations / Businesses25.55%
  • Other4.08%
  • Pooled Investment Vehicles3.56%
  • HNWI3.49%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Leuthold Weeden Capital Management operates as a hedge-fund–classified investment adviser that serves both individual/family and institutional clients. The firm offers portfolio management across client types — from individuals and small businesses to pooled investment vehicles and institutions — and also publishes periodicals or newsletters. Fee arrangements are mixed: they charge a percentage of assets under management and use subscription and fixed-fee structures as well. The adviser is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 3%, Other 2%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents3%
  • Other2%

Owners & executives

3 of 5

  • JEFFREY HUGE

    Chief Investment OfficerCRD 2087009

  • DARRIN HOMME

    Chief Operating OfficerCRD 5284725

  • GLENN LARSON

    Chief Compliance OfficerCRD 3138862

Unlock 2 more executives →

Contacts

3 of 6

  • CHUN WANG

    Co-Portfolio ManagerCRD 6262622

  • PAULA MIKL

    Senior Vice PresidentCRD 4488215

  • WILLIAM BOWER

    Managing DirectorCRD 6535761

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 68

Active vs passive

$299M in ETFs

Passive

99%

$294M

Active

<1%

$4.5M

ETFProviderStyleCategoryValueShares% of portfolio
DIREXION DAILY S&P 500 (R) BEAR 1X ETF (SPDN)DirexionPassiveTrading Inverse Equity$30.6M3,074,12210.24%
Unlock additional holdings →

Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
100 N 6th St
Time zone
CT (UTC-6)
Office locations

Similar firms

FINANCIAL PERSPECTIVES

RIA

MINNEAPOLIS, MN

AUM $1.2BTEAM 14REPS 13

SHOREVIEW INDUSTRIES V, LLC

RIA

MINNEAPOLIS, MN

AUM $1.2BTEAM 19REPS 2

GUARDIAN WEALTH STRATEGIES, LLC

RIA

MINNEAPOLIS, MN

AUM $1.1BTEAM 11REPS 5

PALISADE ASSET MANAGEMENT, LLC

RIA

MINNEAPOLIS, MN

AUM $1.3BTEAM 10REPS 8

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

RIA

MINNEAPOLIS, MN

AUM $1.1BTEAM 14REPS 11

ASA MANAGED ACCOUNT MANAGERS LLC

RIA

MINNEAPOLIS, MN

AUM $1.1BREPS 4
More RIAs in MINNEAPOLIS →All Minnesota RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth