TODD ASSET MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $6.18B |
| Discretionary | $6.18B100% of AUM |
| Client Accounts | 104 |
| Avg Account Size | $59.4M |
| Employees | 18 |
| Peak AUM | $6.18BMar 2026 |
| AUM CAGR | +9.2% /yrover 25 yrs · 43 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.2B | +21.2% | +15.8% | +9.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $6.18B |
| Discretionary | $6.18B |
| Employees | 18 |
| Client Accounts | 104 |
Contact & Location
Address
101 SOUTH 5TH STREET
LOUISVILLE KY 40202
Phone
(502)-585-3121
Filing History
43 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$6.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported