Institutional
    SEC Registered

    Todd Asset Management LLC

    Registered investment advisor · Louisville, Kentucky · CRD #109473

    Assets Under Management
    $6.2B
    Client Accounts
    104
    Employees
    18
    CRD Number
    109473
    Registration
    SEC Registered
    Custodian
    Bny Mellon

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

    About Todd Asset Management LLC

    Todd Investment Advisors Inc is a Financial Services company located in 101 S 5th St # 3160, Louisville, Kentucky, United States.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Todd Asset Management LLC

    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 Todd Asset Management LLC's AUM?

    Todd Asset Management LLC reports approximately $6.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Todd Asset Management LLC headquartered?

    Todd Asset Management LLC is headquartered in Louisville, Kentucky.

    What is Todd Asset Management LLC's CRD number?

    Todd Asset Management LLC's CRD number is 109473. 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 Todd Asset Management LLC manage?

    Todd Asset Management LLC manages approximately 104 client accounts according to its latest SEC filing.

    Is Todd Asset Management LLC SEC registered?

    Yes, Todd Asset Management LLC 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
    Meridian Wealth Management, LLC
    Lexington, KY · $5B AUM
    McF Advisors, LLC
    Lexington, KY · $4.7B AUM
    Middleground Capital
    Lexington, KY · $4B AUM
    PNC Real Estate
    Louisville, KY · $3.6B AUM
    See all top RIA firms in Kentucky →

    Research firms like Todd Asset Management LLC at scale

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

    Start Free Trial