Alexander Investment Services Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 30, 2026, reports $496M in regulatory assets under management, 12 employees, 1 office, and 1,250 accounts.
Assets Under Management
$496M
Employees
12
Offices
1 office
Total Clients
1,250
Primary office
LOUISVILLE, KY
909 LILY CREEK ROAD #101, LOUISVILLE, KY, United States
Top client segmentIndividuals represent 89.4% of total clients.
Top client categories% of clientsClients
1
Individuals
89.4%
1,117
2
HNWI
9.8%
123
3
Pension Plans
0.8%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$496Mas of March 30, 2026
Discretionary2.5%
$12M
2% of total RAUM2.5%
Non-discretionary97.5%
$484M
98% of total RAUM97.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$496M
Total Accounts1,250
10Y AUM Change+$278M (+126.9%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee104:1
10Y Employee Change-1 (-7.7%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.