Todd Asset Management LLC

Todd Asset Management LLC (CRD# 109473) is a financial advisory firm headquartered in Louisville, KY. They manage $3,441,707,421 in 759 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,442
    MILLION
  • Total Number of Accounts
    759
    ACCOUNTS
  • Average Account Value
    $4,534,529
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Todd Asset Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Curtiss M. Scott
CRD#: 1551202
101 South 5th Street, Suite 3160, Louisville, KY 40202
96
Wealthminder
score

Curtiss Scott (CRD# 1551202) is an Investment Advisor Representative working at Todd Asset Management LLC in Louisville, KY and has over 25 years of experience in the finance industry.

2
Bosworth M. Todd
CRD#: 2458695
101 South 5th Street, Suite 3160, Louisville, KY 40202
96
Wealthminder
score

Bosworth Todd (CRD# 2458695) is an Investment Advisor Representative working at Todd Asset Management LLC in Louisville, KY and has over 22 years of experience in the finance industry.

3
John J. White
CRD#: 1669539
101 South 5th Street, Suite 3160, Louisville, KY 40202
96
Wealthminder
score

John White (CRD# 1669539) is an Investment Advisor Representative working at Todd Asset Management LLC in Louisville, KY and has over 29 years of experience in the finance industry.

4
John C. Holden
CRD#: 4135882
101 South 5th Street, Suite 3100, Louisville, KY 40202
90
Wealthminder
score

John Holden (CRD# 4135882) is an Investment Advisor Representative working at Todd Asset Management LLC in Louisville, KY and has 1 year of experience in the finance industry.

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