Curtiss Scott has been President, CIO, Director of Todd Asset Management since May 2009, is a control person of the firm and directly owns between 25% and 50% of it. Curtiss Scott holds a BS in Commerce from the University of Louisville.
Todd Asset Management LLC is a Louisville, KY firm with $6.18B under management, 71 clients and 6 advisers in one office, as of its March 2026 filing.
Curtiss M. Scott, Jr. is President, Chief Investment Officer and Partner of Todd Asset Management. He began as an equity analyst at First Kentucky National and later managed mutual funds for Oppenheimer Management and was a portfolio manager at Lazard Freres Asset Management. He joined Todd Investment Advisors in 1996 as a member of the equity management team and became its President in January 2006, and he now serves as President of Todd Asset Management.
Curtiss Scott’s longest registration is the current one, 16 years at Todd Asset Management since 2010. Before joining Todd Asset Management in 2010, Curtiss Scott was registered through Todd Investment Advisors, Inc.
- Todd Asset Management LLCCurrent– present · 16 yearsLouisville, KY · Adviser representative · Firm CRD 109473
- Todd Investment Advisors, Inc.– · 12 yearsLouisville, KY · Adviser representative · Firm CRD 105200
Professional designations
Listed by Todd Asset Management
- CFA
Investment adviser representative registrations
Curtiss Scott is registered as an investment adviser representative in 2 states. Each was approved in January 2010.
- KentuckySince 21 January 2010
- TexasSince 21 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 June 1991 |
| Series 7 | General Securities Representative Examination | 28 September 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Curtiss Miller Scott
- CRD
- 1551202
- Firm
- Todd Asset Management · CRD 109473
- Role
- President, CIO, Director
- Office
- 101 SOUTH 5TH STREET, SUITE 3160, Louisville, KY 40202
- Registration
- Investment adviser registration
- In the industry since
- March 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- toddasset.com
Where does Curtiss Scott work?
Curtiss Scott has been President, CIO, Director of Todd Asset Management LLC since May 2009, and is a control person of the firm.
Is Curtiss Scott a financial advisor?
Yes. Curtiss Scott has a current investment-adviser registration in Kentucky and Texas, through Todd Asset Management since January 2010.
How many years of experience does Curtiss Scott have?
Curtiss Scott has 29 years in the financial industry, since March 1997, across 2 adviser firms.
What exams has Curtiss Scott passed?
Curtiss Scott has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in September 1990.
Where did Curtiss Scott work before Todd Asset Management?
Before Todd Asset Management, Curtiss Scott was registered through Todd Investment Advisors, Inc., June 1996 to May 2009.
Where is Curtiss Scott based?
Curtiss Scott’s registered office is in Louisville, KY.
Is Curtiss Scott registered with FINRA?
No. Curtiss Scott has no current broker registration.
Is Curtiss Scott a CFA charterholder?
Todd Asset Management lists Curtiss Scott with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Curtiss Scott’s record?
Search CRD 1551202 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Curtiss Scott’s full registration record.
- James JenkinsChief Compliance Officer, CFO, Director
Christopher BennettMarketing Director- Jennifer DossSecretary, COO
John HoldenSenior Portfolio Manager, Director
John PooleManaging Director - Marketing; Director
Shaun SiersSenior Portfolio Manager, Director
John WhiteSenior Portfolio Manager, Director of Research, Director
