|
⚲
|
| Alexander Investment Services Co
✚
|
|
|---|---|
| CRD # | 1037 |
| SEC # | 801-10334 |
| CIK # | 0000003475 |
| AUM | $496.3 M (2026-03-30) |
| Employees | 12 (83% Investors, 100% Brokers) |
| Phone | 502-459-4414 |
| Address | 909 Lily Creek Road 101 Louisville, KY 40243-2808 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,117 | 171.7 |
| (b) Individuals (high net worth individuals) | 123 | 307.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 17.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,250 | 496.3 |
| By Discretionary | ||
| Discretionary | 1 | 12.3 |
| Non-Discretionary | 1,249 | 484.0 |
| Total | 1,250 | 496.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 496.3 | |
| Total | 1,250 | 496.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Socorro Asset Management LP
✚
|
TX | 0.5 |
|
William Madison Advisors Inc
✚
|
TX | 0.5 |
|
Peavine Capital LLC
✚
|
0.5 | |
|
Rench Wealth Management Inc
✚
|
TX | 0.5 |
|
Monarch Capital Management Inc
✚
|
IN | 0.5 |
|
Klosters Capital LLC
✚
|
FL | 0.5 |
|
Cherrydale Wealth Management LLC
✚
|
NJ | 0.5 |
|
Portfolio Advisory Council LLC
✚
|
TX | 0.5 |
|
Greystone Financial Group LLC
✚
|
MI | 0.5 |
|
JDH Wealth Management LLC
✚
|
CA | 0.5 |