firm profile
Todd Asset Management LLC
Overview
Todd Asset Management LLC is an SEC registered investment adviser based in Louisville, KY, registered since 1998. It reports $6.2B in assets under management across 104 accounts, with 18 employees. It has 4 investment adviser representatives.
- Reported AUM
- $6.2B
- Discretionary
- 100%
- Accounts
- 104
- Average account
- $59.4M
- Employees
- 18
- Advisory reps
- 4
- Registered since
- 1998
- Jurisdictions
- 49
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 8
- Curtiss Miller Scott Jr President, Chief Investment Officer, Director CRD 1551202
- John Stephen Poole Managing Director, Marketing Director CRD 4378386
- James Raymond Jenkins Chief Compliance Officer, Chief Financial Officer, Director CRD 4378357
5 more executive officers, with direct contact details
Advisory reps 3 of 4
- John Cletus Holden Investment Adviser Rep CRD 4135882
- Curtiss Miller Scott Jr. Investment Adviser Rep CRD 1551202
- Shaun Christopher Siers Investment Adviser Rep CRD 6683579
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 101 S 5th St Ste 3100
Louisville, KY 40202 - County
- Jefferson
- Metro area
- Louisville/Jefferson County, KY-IN
- Region
- South
Registrations
- SEC registered
- Registered in 49 jurisdictions
- Website: toddasset.com
Every state, with registration dates
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