# ALEXANDER INVESTMENT SERVICES CO.

ALEXANDER INVESTMENT SERVICES CO. of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 1037
- Type: SEC-registered investment adviser
- SEC file number: 801-10334
- Location: 909 LILY CREEK ROAD #101, LOUISVILLE, KY, 40243-2808
- Phone: 502-459-4414
- Latest filing: 2026-03-30
- Regulatory AUM: $496.3M
- Discretionary AUM: $12.3M
- Non-discretionary AUM: $484.0M
- Clients: 12
- Accounts: 1,250

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Leo Andrew Hanlein | OWNER, PRINCIPAL, DIRECTOR, PRESIDENT | — |
| Gerald Andrew Wells | OWNER, PRINCIPAL, DIRECTOR | — |
| Richard Lynn Fox | OWNER, PRINCIPAL, DIRECTOR, VICE-PRESIDENT | — |
| Thomas Craig Wilson | OWNER; OWNER, MUNICIPAL SECURITIES PRINCIPAL | — |
| Robert Allen Meek | CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| WELLS LEON ANDREW | OWNER, PRINCIPAL, DIRECTOR, VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT, PRINCIPAL, DIRECTOR, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, REG. PRINCIPAL, DIRECTOR | — |
| HANLEIN LEO ANDREW | OWNER, PRINCIPAL, DIRECTOR, PRESIDENT; PRESIDENT, PRINCIPAL, DIRECTOR; PRESIDENT, PRINCIPAL, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| FOX RICHARD LYNN | OWNER, PRINCIPAL, DIRECTOR, VICE-PRESIDENT; VICE PRESIDENT, PRINCIPAL, DIRECTOR; VICE-PRESIDENT, PRINCIPAL, DIRECTOR (+1 more) | — |
| WILSON THOMAS CRAIG | OWNER; OWNER, DIRECTOR | — |
| John Bradley Stillwagon | OWNER | — |
| Michael Andrew Hanlein | OWNER, PRINCIPAL, DIRECTOR, FINANCIAL PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL | — |
| Drew Stephenson Adams | OWNER, PRINCIPAL, DIRECTOR | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 1977-08-05 | regulatory | FIRM HAD LET NET CAPITAL DIP BELOW 120% OF REQUIRED CAPITAL FOR FOUR (4) DAYS. | Final | $200 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/1037/brochure
- Similar advisers: https://search.stillhousedata.com/firm/1037/similar
- Related entities: https://search.stillhousedata.com/firm/1037/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/1037

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.