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ALEXANDER INVESTMENT SERVICES CO.

LOUISVILLE, KY · CRD 1037 · IAPD ↗ · aisretirement.com · 502-459-4414

$576.8MRegulatory AUM
9Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
13States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — ALEXANDER INVESTMENT SERVICES CO. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
October 2026 — ALEXANDER INVESTMENT SERVICES CO. crossed $500M in regulatory AUM ($496.3M -> $576.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
November 2024 — ALEXANDER INVESTMENT SERVICES CO. crossed $500M in regulatory AUM ($488.7M -> $592.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.