Investment adviser · CRD 1037
ALEXANDER INVESTMENT SERVICES CO.
Investment adviser filing (IA)
LOUISVILLE, KY, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $577M Form ADV · Item 5.F
- Client accounts
- 1,514 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 92 | $276,196,534 | 47.9% |
| Individuals | 1,145 | $245,445,369 | 42.6% |
| Retirement plans | 24 | $55,159,433 | 9.6% |
Filing source
Form ADV 2130988 · Sep 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed · Commissions
Principal office
909 LILY CREEK ROAD #101LOUISVILLE, KY, 40243-2808, United States
CRD 1037
Filing source
Form ADV 2130988 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.