Alexander Investment Services Co.
Alexander Investment Services Co. is an SEC-registered mass-market adviser in Louisville, KY with $496.3M assets under management (AUM, regulatory AUM), -23% over one year. See who owns Alexander Investment Services Co.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 1037, SEC 801-10334, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $496.3M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Louisville, KY
- Employees
- 12
- Clients
- 1,250
- CRD
- 1037
- Ownership
- HANLEIN, LEO ANDREW; WELLS, GERALD ANDREW; WILSON, THOMAS CRAIG; FOX, RICHARD LYNN; ADAMS, DREW STEPHENSON
How much AUM does Alexander Investment Services Co. have?
Alexander Investment Services Co. reported $496.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Alexander Investment Services Co.?
Disclosed owners and executives of Alexander Investment Services Co. include HANLEIN, LEO ANDREW, WELLS, GERALD ANDREW, WILSON, THOMAS CRAIG, FOX, RICHARD LYNN, ADAMS, DREW STEPHENSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.