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 26 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 23 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 30 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.