Todd Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 10, 2026, reports $6.2B in regulatory assets under management, 18 employees, and 104 accounts.
Assets Under Management
$6.2B
Employees
18
Offices
--
Total Clients
71
Primary office
LOUISVILLE, KY
101 SOUTH 5TH STREET, SUITE 3100, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.6% of total clients.
Top client categories% of clientsClients
1
HNWI
60.6%
43
2
Other Advisers
22.5%
16
3
Charitable
8.5%
6
4
Government
7.0%
5
5
Pension Plans
1.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.2Bas of March 10, 2026
Discretionary100.0%
$6.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.2B
Total Accounts104
10Y AUM Change+$2.7B (+77.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee4:1
10Y Employee Change-3 (-14.3%)
* 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.