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Alexander Investment Services Co.

● SEC registered since 1974CRD 1037SEC# 801-10334Louisville, KY
Export (members)
Reg. AUM
$496.3M
Employees
12
Accounts
1,250
Location
Louisville, KY

Alexander Investment Services Co. assets under management

Alexander Investment Services Co. is an investment advisory firm registered with the SEC based in Louisville, KY. The firm has been registered since 1974. It reports $496.3 million in regulatory assets under management and employs 12 people.

Alexander Investment Services Co. owners & executives

7 reported
NameTitleOwnershipSince
Drew Stephenson Adams ControlOwner, Principal, Director5-10%2026
John Bradley StillwagonOwner10-25%2026
Leo Andrew Hanlein ControlOwner, Principal, Director, President25-50%1998
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Frequently asked questions

How much does Alexander Investment Services Co. manage?

Alexander Investment Services Co. reports $496.3 million in regulatory assets under management on its Form ADV.

How many employees does Alexander Investment Services Co. have?

Alexander Investment Services Co. reports 12 employees.

Where is Alexander Investment Services Co. located?

Alexander Investment Services Co. is based in Louisville, KY and has been SEC-registered since 1974.

Does Alexander Investment Services Co. disclose fund performance?

Alexander Investment Services Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address909 Lily Creek Road #101, Louisville, KY 40243-2808
Phone502-459-4414
Fax502-459-7535
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK3475
Discloses disciplinary historyYes

Regulatory AUM

$496.3M▼ 23%
Feb '25 — $641.4MMar '25 — $641.4MApr '25 — $641.4MMay '25 — $641.4MJun '25 — $641.4MJul '25 — $641.4MAug '25 — $641.4MSep '25 — $579MOct '25 — $579MNov '25 — $579MDec '25 — $579MJan '26 — $579MFeb '26 — $496.3MMar '26 — $496.3MApr '26 — $496.3MMay '26 — $496.3MJun '26 — $496.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$496.3Mregulatory AUM
Discretionary $12.3MNon-discretionary $484M