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ALEXANDER INVESTMENT SERVICES CO.

Advisory

N·LOUISVILLE, KY

Data as of Feb 11, 2026 · Source: SEC Form ADV

Total AUM

$496M

1-Year AUM Growth

+21.3%

3-Year CAGR

+1.9%

Employees

10

Assets Under Management

Total AUM$496M

Discretionary AUM$12M

Non-Discretionary AUM$484M

Discretionary %2.5%

Total Clients1,304

Team

Total Employees10

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record46

First FilingApr 27, 2001

Latest FilingFeb 11, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALEXANDER INVESTMENT SERVICES CO.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.