Todd Investments Advisors Inc (Louisville)


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.

Logo

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.