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Alexander Investment Services Co.

Alexander Investment Services Co.. CRD 1037

Alexander Investment Services Co. logo

CRD: 1037

Alexander Investment Services Co.

Louisville, KY, 40243
5024594414
www.aisretirement.com
$496.3M Total AUM
$12.3M Disc. AUM
-1.0% 3Y CAGR
12 Employees
1,251 ADV. Clients
51 yrs Firm Age

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Firm Details

Custodian
TD Ameritrade
Clients
Retail and Institutional
Platforms
TimberUnison
Established Date
11-07-1974
Office Locations
3

Office Locations

209 S Main ST Corbin KY
909 Lily Creek Road #101 Louisville KY
Hendrickson Building - Suite 207 P.o. BOX 1728 Harlan KY

About Alexander Investment Services Co.

Alexander Investment Services (Louisville, KY) is an independent broker-dealer and investment advisory firm, licensed in nine states, serving three generations of clients—anchored by medical and dental practices and other owner-operated businesses. AIS provides wealth management and retirement plan design/benefit analysis/administration, plus college and estate planning, using a proprietary screening process and an open-architecture lineup of mutual funds/ETFs, stocks, bonds, annuities, and insurance with 24/7 online access.

Team overview

83 AVG AGE
$49.6M AVG AUM / ADVISOR
$396.7K AVG AUM / CLIENT
18.6 yrs AVG TENURE
12 Employees
10 Advisory Reps
10 RIA Reps
51yrs Firm Age

Insights

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Asset Classes

Wave insight Frontier Insight glacier Legacy meridian

Client Personas

Vital signal Bridge north

Custodian

Harbor Summit summit Meridian Radial glacier Bridge catalyst Horizon Ember Quantum

Investment Themes

Prime eagle Frontier focus Pathway

Investment Vehicles

Vital atlas Ridge ember

Services

Crest horizon Meridian Capital focus Beacon Delta Ember alpha Delta zenith Radial

Technology

Foundation matrix Value

Owner & Executives

LEO ANDREW HANLEIN

LEO ANDREW HANLEIN

DIRECTOR, Owner, President, PRINCIPAL

CRD
#2369588
Ownership
25% but less than 50%
(312) 589-3971
momentum.horizon@oakcapital.com
in linkedin.com/in/signal-element
RICHARD LYNN FOX

RICHARD LYNN FOX

DIRECTOR, Owner, PRINCIPAL, Registered Representative, Vice President

CRD
#1238021
Ownership
10% but less than 25%
(623) 362-8484
horizon.optima@harborcapital.com
in linkedin.com/in/peak-frontier
R

Radial horizon

Glacier frontier

CRD
#40788
Ownership
18.3%
(779) 275-7573
bridge.signal@eaglecapital.com
in linkedin.com/in/momentum-momentum

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Contacts

WILLIAM OLIVER BROOKS

WILLIAM OLIVER BROOKS

Registered Representative

CRD
#710238
(517) 422-2172
element.eagle@eaglecapital.com
in linkedin.com/in/fusion-harbor
ANCIL COLLETT

ANCIL COLLETT

Associate

CRD
#4355109
(760) 353-7859
atlas.fusion@eaglecapital.com
in linkedin.com/in/bridge-timber
M

Meridian foundation

Optima glacier quantum

CRD
#65904
(406) 283-8210
prime.crest@northcapital.com
in linkedin.com/in/atlas-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-05-2022
09-08-2023
10-01-2024
09-02-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $12,299,900 $12,299,900
Non-Discretionary $483,969,276 $387,485
Total $496,269,176 $397,015

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Separately Managed Accounts

Total SMA Asset: $496,269,176

$496.3M Total SMA
Equity - Exchange:
10.3%
Public Funds:
18.7%
Cash:
46.1%
U.S. Government/Agency:
24.9%
Asset class Assets Assets %
Equity - Exchange $597,097,171 10.3%
Public Funds $1,084,050,203 18.7%
Cash $2,672,444,618 46.1%
U.S. Government/Agency $1,443,467,916 24.9%
Total $5,797,059,908 100.0%

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