Wealth Manager
    SEC Registered
    Manages Private Funds

    Alexander Investment Services Co.

    Registered investment advisor · Louisville, Kentucky · CRD #1037

    Assets Under Management
    $496M
    Client Accounts
    1,250
    Employees
    12
    CRD Number
    1037
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Alexander Investment Services Co.

    Alexander Investment Services Co. is an investment advisory firm based in Louisville, KY, offering management and retirement plan services. It has a team of 13 professionals managing significant assets. The firm focuses on financial stability and wealth building for clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Alexander Investment Services Co.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Alexander Investment Services Co.'s AUM?

    Alexander Investment Services Co. reports approximately $496M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Alexander Investment Services Co. headquartered?

    Alexander Investment Services Co. is headquartered in Louisville, Kentucky.

    What is Alexander Investment Services Co.'s CRD number?

    Alexander Investment Services Co.'s CRD number is 1037. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Alexander Investment Services Co. manage?

    Alexander Investment Services Co. manages approximately 1,250 client accounts according to its latest SEC filing.

    Is Alexander Investment Services Co. SEC registered?

    Yes, Alexander Investment Services Co. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Kentucky

    Taylor Advisors, Inc., a Hub International Company
    Louisville, KY · $16B AUM
    River Road Asset Management, LLC
    Louisville, KY · $9.9B AUM
    Todd Asset Management LLC
    Louisville, KY · $6.2B AUM
    Meridian Wealth Management, LLC
    Lexington, KY · $5B AUM
    McF Advisors, LLC
    Lexington, KY · $4.7B AUM
    Middleground Capital
    Lexington, KY · $4B AUM
    See all top RIA firms in Kentucky →

    Research firms like Alexander Investment Services Co. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial