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Todd Asset Management LLC

● SEC registered since 1998CRD 109473SEC# 801-55565Louisville, KY
Export (members)
Reg. AUM
$6.18B
Employees
18
Accounts
104
Location
Louisville, KY

Todd Asset Management LLC assets under management

Todd Asset Management LLC is an investment advisory firm registered with the SEC based in Louisville, KY. The firm has been registered since 1998. It reports $6.2 billion in regulatory assets under management and employs 18 people.

Todd Asset Management LLC owners & executives

10 reported
NameTitleOwnershipSince
Casserole LLCMember Of Llc10-25%2009
Christopher Abbott BennettMarketing DirectorUnder 5%2014
Curtiss Miller Scott ControlPresident, Cio, Director25-50%2009
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Frequently asked questions

How much does Todd Asset Management LLC manage?

Todd Asset Management LLC reports $6.2 billion in regulatory assets under management on its Form ADV.

How many employees does Todd Asset Management LLC have?

Todd Asset Management LLC reports 18 employees.

Where is Todd Asset Management LLC located?

Todd Asset Management LLC is based in Louisville, KY and has been SEC-registered since 1998.

Does Todd Asset Management LLC disclose fund performance?

Todd Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 South 5th Street, Suite 3100, Louisville, KY 40202
Phone(502)-585-3121
Fax(502)-585-4203
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1071483
Discloses disciplinary historyNo

Regulatory AUM

$6.18B▲ 21%
Mar '25 — $5.09BApr '25 — $5.09BMay '25 — $5.09BJun '25 — $5.09BJul '25 — $5.09BAug '25 — $5.09BSep '25 — $5.09BOct '25 — $5.09BNov '25 — $5.09BDec '25 — $5.09BJan '26 — $5.09BFeb '26 — $5.09BMar '26 — $6.18BApr '26 — $6.18BMay '26 — $6.18BJun '26 — $6.18B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers

Assets under management

$6.18Bregulatory AUM
Discretionary $6.18B