Alexander Investment Services Co.
● SEC registered since 1974CRD 1037SEC# 801-10334Louisville, KY
Reg. AUM
$576.8M
Employees
21
Accounts
1,514
Location
Louisville, KY
About Alexander Investment Services Co.
Alexander Investment Services is an independent broker-dealer and investment advisory firm serving many medical, dental, and small-business clients. Services span retirement plan design and administration, wealth management, college funding, estate planning, and a broad menu of investment and insurance products without proprietary product lock-in.
Summary based on the firm’s website.
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 $576.8 million in regulatory assets under management and employs 21 people.
Alexander Investment Services Co. owners & executives
6 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, Chief Compliance Officer | 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 |
| 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 $576.8 million in regulatory assets under management on its Form ADV.
How many employees does Alexander Investment Services Co. have?
Alexander Investment Services Co. reports 21 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
$576.8M▼ 10%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,369 advisers
EmployeesTop 23%
More than 77% of 16,804 advisers
Assets under management
$576.8Mregulatory AUM
Discretionary $17.5MNon-discretionary $559.3M