Alexander Investment Services Co.
● SEC registered since 1974CRD 1037SEC# 801-10334Louisville, KY
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Drew Stephenson Adams Control | Owner, Principal, Director | 5-10% | 2026 |
| John Bradley Stillwagon | Owner | 10-25% | 2026 |
| Leo Andrew Hanlein Control | Owner, Principal, Director, President | 25-50% | 1998 |
| Michael Andrew Hanlein Control | Owner, Principal, Director, Financial Principal, Municipal Securities Principal | 10-25% | 2026 |
| Richard Lynn Fox Control | Owner, Principal, Director, Vice-President | 10-25% | 1996 |
| Robert Allen Meek | Principal, Chief Compliance Officer | Under 5% | 2025 |
| Thomas Craig Wilson | Owner, Municipal Securities Principal | 10-25% | 1998 |
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
| Address | 909 Lily Creek Road #101, Louisville, KY 40243-2808 |
| Phone | 502-459-4414 |
| Fax | 502-459-7535 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 3475 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$496.3M▼ 23%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$496.3Mregulatory AUM
Discretionary $12.3MNon-discretionary $484M