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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Todd Asset Management have?","answer":"Todd Asset Management has 4 investment adviser representatives registered with state securities authorities, out of 18 employees, and 6 perform investment advisory functions. 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Its direct owners are James Jenkins, Curtiss Scott, John White, John Holden, Casserole LLC, John Poole and Shaun Siers, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Todd Asset Management get paid?","answer":"Todd Asset Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Todd Asset Management?","answer":"Todd Asset Management’s main office is at 101 South 5th Street, Suite 3100, Louisville, KY 40202. Its phone number is 502-585-3121. 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