The Leuthold Group, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.1B
- Clients
- 200
- Avg AUM / client
- $5.8M
- Accounts
- 200
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 60 | $40.8M | 3.49% |
| Investment companies | 5 | $728M | 62.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $41.6M | 3.56% |
| Pension and profit sharing plans | 1 | $12.3M | 1.05% |
| Corporations and other businesses | 34 | $299M | 25.6% |
| Other | 99 | $47.7M | 4.08% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $31.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Leuthold Global Industries, L.P. | Hedge Fund | Delaware | $31.2M | 3 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Chet Leadholm | Co Chief Executive Officer, Manager | Jul 2005 (21y) | 5% – 10% | |
| John Christopher Mueller | Co Chief Executive Officer, Manager | Jul 2005 (21y) | 10% – 25% | |
| Swenson, Greg, Michael | Member | Jul 2006 (20y) | 5% – 10% | |
| Homme, Darrin, Joseph | Chief Technology Officer | Dec 2006 (20y) | 5% – 10% | |
| Wang, Chun, Nmn | Member | Jun 2009 (17y) | 5% – 10% | |
| Ramsey, Douglas, Raymond | Chief Investment Officer And Portfolio Manager | Oct 2011 (15y) | 5% – 10% | |
| Larson, Glenn, Roderick | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Bower, William, Scott | Member | Jun 2024 (2y) | Less than 5% | |
| Paula Suzanne Mikl | Registered representative | Dec 2013 (13y) | ||
| Jeffrey Winston Huge | Registered representative | Jan 2026 (1y) | ||
| Philip Donald Segner | Registered representative | CFA | Jan 2026 (1y) | |
| Scott D. Opsal | Registered representative | CFA | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Town Lake Partners, Llc | Member | Jun 2024 | A | 10% – 25% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $31.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Leuthold Global Industries, L.P. | Hedge Fund | $31.2M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Distributors Company Llc $186M (16% of AUM) Jul 2026
- Fidelity Investments Institutional Services Company, Inc. $98.2M (8% of AUM) Sep 2019
- Pershing $59.0M (5% of AUM) Jul 2026
- Charles Schwab & Co. $57.0M (5% of AUM) Jul 2026
- BNY Mellon $32.9M (3% of AUM) Jan 2023
- Morgan Stanley $13.6M (1% of AUM) Oct 2021
- Raymond James $10.4M (1% of AUM) Oct 2021
- UBS $9.6M (1% of AUM) Oct 2021
- Robert W. Baird & Co. Incorporated $4.0M (0% of AUM) Oct 2021
- Wells Fargo $3.3M (0% of AUM) Oct 2021
- U.S. Bank $1.2M (0% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗