Todd Investments Advisors Inc (Louisville)

Name: Todd Investments Advisors Inc
Address: 101 South 5 Th Street, Louisville, KY, 40202
Telephone: 502-585-3121

Todd Investments Advisors Inc is a large advisory firm based in Louisville. It manages $3.23 billion of regulatory assets for 191 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Colorado, and 19 other states.

Todd Investments Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Todd Investments Advisors: assets under management

The assets under management (AUM) of Todd Investments Advisors Inc is $3.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.91 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Todd Investments Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Todd Investments Advisors Inc

William Francis Ledwin has been acting as President since 1 Jun 1990. Christopher F. Bachelder joined the executive team most recently as the Partner, Marketing Business Development.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bosworth Todd	Chairman and director	1 May 1979	Other	2458695
Robert Philip Bordogna	President, ceo, cio	1 Apr 1980	Other	2494944
Jennifer Jane Doss	Partner, secretary/treasurer	1 May 1983	Other	4338551
Jennifer Jane Doss	Partner, secretary/treasurer	1 May 1984	Other	4338551
William Francis Ledwin	President	1 Jun 1990	Other	2185380
Margaret Cregor Bell	Partner, director of marketing	1 Oct 1991	Other	4338568
Sam Ellington	Partner, equity portfolio manager	1 Jan 1996	Other	2827198
Curtiss Miller Scott	Partner, sr. equity portfolio manager	1 May 1996	Other	1551202
Gayle Saunders Dorsey	Parnter, private client services	1 Jan 1997	Other	846073
Fort Washington Investment Advisors Inc	Corporation	1 May 1999	75% - 100%	107126
William Francis Ledwin	Director	1 May 1999	Other	2185380
Chris Campbell	Partner, marketing	1 Mar 2000	Other	3119816
Christopher F. Bachelder	Partner, marketing-business development	1 Mar 2001	Other	4398259

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Western Southern Life Insurance	Parent	1 Jun 1990	75% - 100%	31-0487145
Western Southern Financial Group	Parent	1 Sep 2000	75% - 100%	31-1732404
Western Southern Mutual Holding	Parent	1 Sep 2000	75% - 100%	31-1732405

Based in Louisville

The principal office where Todd Investments Advisors Inc performs its advisory services is located at 101 South 5 Th Street, Louisville, KY 40202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 502-585-3121 or by fax 502-585-4203. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.toddinvestment.com.