ALEXANDER INVESTMENT SERVICES CO.
CRD #1037 SEC #801-10334 LOUISVILLE, KY 502-459-4414
SEC Registered Broker-Dealer
Total AUM
$579M
Discretionary
$10.7M
Employees
13
Clients
101
Accounts
1,304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $579M | $10.7M | $568.3M | 13 | 2 |
| Feb 2025 | $641.4M | $7.9M | $633.4M | 13 | 2 |
| Oct 2024 | $592.8M | $8.8M | $584M | 13 | 2 |
| Sep 2023 | $488.7M | $6.4M | $482.3M | 13 | 2 |
| Aug 2023 | $488.7M | $6.4M | $482.3M | 13 | 2 |
| Oct 2022 | $512.8M | $9.2M | $503.6M | 13 | 2 |
| Sep 2022 | $512.8M | $9.2M | $503.6M | 13 | 2 |
| Feb 2022 | $523.7M | $13M | $510.8M | 13 | 0 |
| Oct 2021 | $561.2M | $15.1M | $546.1M | 13 | 0 |
| Sep 2020 | $392.8M | $11.3M | $381.5M | 13 | 0 |
| May 2020 | $357.3M | $10.8M | $346.4M | 14 | 0 |
| Sep 2019 | $357.3M | $10.8M | $346.4M | 14 | 0 |
| Jan 2019 | $327.9M | $10.5M | $317.3M | 13 | 0 |
| Sep 2018 | $327.9M | $10.5M | $317.3M | 13 | 0 |
| Oct 2017 | $177.6M | $9.8M | $167.7M | 13 | 0 |
| Aug 2017 | $218.7M | $9.6M | $209.1M | 13 | 500 |
| Sep 2016 | $162.9M | $8.4M | $154.5M | 13 | 300 |
| Aug 2015 | $134.5M | $10.1M | $124.4M | 13 | 300 |
| Jul 2015 | $185M | $10.2M | $174.8M | 13 | 300 |
| Mar 2015 | $185M | $10.2M | $174.8M | 13 | 300 |
| Jul 2014 | $185M | $10.2M | $174.8M | 13 | 300 |
| Feb 2014 | $147.6M | $0 | $147.6M | 13 | 500 |
| Oct 2013 | $335M | $0 | $335M | 13 | 500 |
| Sep 2013 | $335M | $0 | $335M | 13 | 500 |
| Jul 2013 | $319.2M | $0 | $319.2M | 14 | 500 |
| Jan 2013 | $319.2M | $0 | $319.2M | 14 | 500 |
| Jan 2013 | $319.2M | $0 | $319.2M | 14 | 500 |
| Aug 2012 | $319.2M | $0 | $319.2M | 11 | 500 |
| Aug 2012 | $320M | $0 | $320M | 11 | 500 |
| Jun 2012 | $320M | $0 | $320M | 11 | 500 |
| Mar 2012 | $320M | $0 | $320M | 11 | 500 |
| Feb 2012 | $320M | $0 | $320M | 11 | 500 |
| Dec 2011 | $320M | $0 | $320M | 11 | 500 |
| Aug 2011 | $320M | $0 | $320M | -- | -- |
| Mar 2011 | $272.3M | $0 | $272.3M | -- | -- |
| Sep 2010 | $272.3M | $0 | $272.3M | -- | -- |
| Aug 2007 | $967.4M | $0 | $967.4M | -- | -- |
| Jul 2004 | $646.4M | $0 | $646.4M | -- | -- |
| Aug 2001 | $574.8M | $0 | $574.8M | -- | -- |
DateSep 2025
Total AUM$579M
Discretionary$10.7M
Non-Disc.$568.3M
Employees13
Clients2
DateFeb 2025
Total AUM$641.4M
Discretionary$7.9M
Non-Disc.$633.4M
Employees13
Clients2
DateOct 2024
Total AUM$592.8M
Discretionary$8.8M
Non-Disc.$584M
Employees13
Clients2
DateSep 2023
Total AUM$488.7M
Discretionary$6.4M
Non-Disc.$482.3M
Employees13
Clients2
DateAug 2023
Total AUM$488.7M
Discretionary$6.4M
Non-Disc.$482.3M
Employees13
Clients2
DateOct 2022
Total AUM$512.8M
Discretionary$9.2M
Non-Disc.$503.6M
Employees13
Clients2
DateSep 2022
Total AUM$512.8M
Discretionary$9.2M
Non-Disc.$503.6M
Employees13
Clients2
DateFeb 2022
Total AUM$523.7M
Discretionary$13M
Non-Disc.$510.8M
Employees13
Clients0
DateOct 2021
Total AUM$561.2M
Discretionary$15.1M
Non-Disc.$546.1M
Employees13
Clients0
DateSep 2020
Total AUM$392.8M
Discretionary$11.3M
Non-Disc.$381.5M
Employees13
Clients0
DateMay 2020
Total AUM$357.3M
Discretionary$10.8M
Non-Disc.$346.4M
Employees14
Clients0
DateSep 2019
Total AUM$357.3M
Discretionary$10.8M
Non-Disc.$346.4M
Employees14
Clients0
DateJan 2019
Total AUM$327.9M
Discretionary$10.5M
Non-Disc.$317.3M
Employees13
Clients0
DateSep 2018
Total AUM$327.9M
Discretionary$10.5M
Non-Disc.$317.3M
Employees13
Clients0
DateOct 2017
Total AUM$177.6M
Discretionary$9.8M
Non-Disc.$167.7M
Employees13
Clients0
DateAug 2017
Total AUM$218.7M
Discretionary$9.6M
Non-Disc.$209.1M
Employees13
Clients500
DateSep 2016
Total AUM$162.9M
Discretionary$8.4M
Non-Disc.$154.5M
Employees13
Clients300
DateAug 2015
Total AUM$134.5M
Discretionary$10.1M
Non-Disc.$124.4M
Employees13
Clients300
DateJul 2015
Total AUM$185M
Discretionary$10.2M
Non-Disc.$174.8M
Employees13
Clients300
DateMar 2015
Total AUM$185M
Discretionary$10.2M
Non-Disc.$174.8M
Employees13
Clients300
DateJul 2014
Total AUM$185M
Discretionary$10.2M
Non-Disc.$174.8M
Employees13
Clients300
DateFeb 2014
Total AUM$147.6M
Discretionary$0
Non-Disc.$147.6M
Employees13
Clients500
DateOct 2013
Total AUM$335M
Discretionary$0
Non-Disc.$335M
Employees13
Clients500
DateSep 2013
Total AUM$335M
Discretionary$0
Non-Disc.$335M
Employees13
Clients500
DateJul 2013
Total AUM$319.2M
Discretionary$0
Non-Disc.$319.2M
Employees14
Clients500
DateJan 2013
Total AUM$319.2M
Discretionary$0
Non-Disc.$319.2M
Employees14
Clients500
DateJan 2013
Total AUM$319.2M
Discretionary$0
Non-Disc.$319.2M
Employees14
Clients500
DateAug 2012
Total AUM$319.2M
Discretionary$0
Non-Disc.$319.2M
Employees11
Clients500
DateAug 2012
Total AUM$320M
Discretionary$0
Non-Disc.$320M
Employees11
Clients500
DateJun 2012
Total AUM$320M
Discretionary$0
Non-Disc.$320M
Employees11
Clients500
DateMar 2012
Total AUM$320M
Discretionary$0
Non-Disc.$320M
Employees11
Clients500
DateFeb 2012
Total AUM$320M
Discretionary$0
Non-Disc.$320M
Employees11
Clients500
DateDec 2011
Total AUM$320M
Discretionary$0
Non-Disc.$320M
Employees11
Clients500
DateAug 2011
Total AUM$320M
Discretionary$0
Non-Disc.$320M
Employees--
Clients--
DateMar 2011
Total AUM$272.3M
Discretionary$0
Non-Disc.$272.3M
Employees--
Clients--
DateSep 2010
Total AUM$272.3M
Discretionary$0
Non-Disc.$272.3M
Employees--
Clients--
DateAug 2007
Total AUM$967.4M
Discretionary$0
Non-Disc.$967.4M
Employees--
Clients--
DateJul 2004
Total AUM$646.4M
Discretionary$0
Non-Disc.$646.4M
Employees--
Clients--
DateAug 2001
Total AUM$574.8M
Discretionary$0
Non-Disc.$574.8M
Employees--
Clients--