Top 20 Investment Management Companies in Louisville

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Below is the list of Top 20 Investment Management Companies in Louisville ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Louisville

1. Access Ventures

Industry: Investment Management

Location: Louisville, Kentucky

Website: accessventures.org

Company Founded: 2013

Company Size: 1-10

Company Address: 1155 South Shelby Street, Louisville, Kentucky, United States

Access Ventures Contact Details

Name Title LinkedIn Phone Email
Bryce Butler Founder And Managing Partner
Moses Icyishaka Principal
Tim Harris Director Of Marketing And Communications
Vanessa Koenigsmark Senior Associate, Access To Capital
Matthew Edson Creative Team Intern
Hannah Goodwin Creative Intern
Requires/Intent
Sales
IoT
and more

2. First Kentucky Securities Corporation

Industry: Investment Management

Location: Louisville, Kentucky

Website: firstky.com

Company Founded: 1977

Company Size: 11-50

Company Address: 4360 Brownsboro Road, Louisville, Kentucky, United States

First Kentucky Securities Corporation Contact Details

Name Title LinkedIn Phone Email
Martha Weeks Private Wealth Manager
Bill Fenwick Chairman Of The Board, Senior Vice President Investments
Chris Mccrea Private Wealth Advisor
Sheree Bollinger Vice President
Ruth Webb Public Finance Associate
Bryan Mccrea Private Wealth Advisor
Austin Flatt Private Wealth Advisor
Requires/Intent and 9 more Employees
Customer Relationship Management
Cloud Hosting
and more

3. Atlas Brown, Inc.

Industry: Investment Management

Location: Louisville, Kentucky

Website: atlasbrown.com

Company Founded: 2004

Company Size: 1-10

Company Address: 333 East Main Street, Louisville, Kentucky, United States

Atlas Brown, Inc. Contact Details

Name Title LinkedIn Phone Email
Sam Vonderheide Associate Financial Advisor And Analyst
Brad Glotzbach Senior Relationship Manager
Tim Corley Senior Vice President And Senior Wealth Advisor
Patricia Anderson Vice President - Client Relations
Cheryl Hesen Client Service Officer
Troy Braun Family Office Administrator And Human Resources Onsite Supervisor And Assistant To Controller And Office Manager
Sally Price Executive Assistant
Requires/Intent and 1 more Employees
Institutional Asset Management
Technology
AI
Alternative Investment Consulting
IT Support
and more

4. Accredited Wealth Management

Industry: Investment Management

Location: Louisville, Kentucky

Website: accreditedwm.com

Company Founded: 2014

Company Size: 1-10

Company Address: 6010 Brownsboro Park Boulevard, Louisville, Kentucky, United States

Accredited Wealth Management Contact Details

Name Title LinkedIn Phone Email
Shawn Clark Founding Partner And Wealth Advisor
Steve Giacobbe Managing Partner And Chief Investment Officer
Shawn Clark Managing Partner And Wealth Advisor
Requires/Intent
Advertising
Investor Relations & Reporting
and more

5. Iron Bay Capital

Industry: Investment Management

Location: Louisville, Kentucky

Website: ironbaycapital.com

Company Founded: 2011

Company Size: 1-10

Iron Bay Capital Contact Details

Name Title LinkedIn Phone Email
Robert Bolton President, Portfolio Manager
Requires/Intent
Portfolio Management Solutions
Business Expansion
Sales
FinTech Solutions For Investment Firms
and more

6. Todd Asset Management Llc

Industry: Investment Management

Location: Louisville, Kentucky

Website: toddasset.com

Company Size: 11-50

Todd Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Travis Konermann Research Analyst
John White Partner
John Poole Managing Director, Marketing
Shaun Siers Portfolio Manager
Jeremy Riddle Head Trader
Jack Holden Partner, Senior Portfolio Manager
Shaun Siers Research Assistant
Requires/Intent and 7 more Employees
Hedge Fund Strategies
CRM Systems
Customer Relationship Management
Financial Due Diligence
IT Support
and more

7. Castellan Group, Llc

Industry: Investment Management

Location: Louisville, Kentucky

Website: castellangroup.com

Company Founded: 2018

Company Size: 1-10

Castellan Group, Llc Contact Details

Name Title LinkedIn Phone Email
Camden Booker Analyst
Luke Huffman Research Intern
Shannon Bradbury Director Of Operations And Compliance
Requires/Intent
HR & Payroll Services
Automation
and more

8. Waycross Partners

Industry: Investment Management

Location: Louisville, Kentucky

Website: waycrosspartners.com

Company Founded: 2005

Company Size: 1-10

Company Address: 4965 Highway 42, Louisville, Kentucky, United States

Waycross Partners Contact Details

Name Title LinkedIn Phone Email
Douglas Myers National Sales Director
Larry Walker Partner And Strategist
Requires/Intent
Software Development
Data Security
Advertising
Automation
and more

9. King Financial Repair

Industry: Investment Management

Location: Louisville, Kentucky

Website: kingfinancialrepair.com

Company Size: 1-10

Company Address: 10200 Forest Green Boulevard, Louisville, Kentucky, United States

King Financial Repair Contact Details

Name Title LinkedIn Phone Email
J Chris Fugett Credit Repair And Business Financing Consultant
Requires/Intent
Institutional Asset Management
Portfolio Management Solutions
IoT
and more

10. Mainstreet Wealth Management

Industry: Investment Management

Location: Louisville, Kentucky

Website: mainstreetwealth.net

Company Size: 1-10

Company Address: 325 West Main Street, Louisville, Kentucky, United States

Mainstreet Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jim Hunter Owner
Requires/Intent
Smart Contracts For Investment
Predictive Analytics
Mobile App Development
and more

11. Sachs Investment Group

Industry: Investment Management

Location: Louisville, Kentucky

Website: sachsinvestmentgroup.com

Company Founded: 1974

Company Size: 1-10

Company Address: 1346 South 3rd Street, Louisville, Kentucky, United States

Sachs Investment Group Contact Details

Name Title LinkedIn Phone Email
Jeannie Spencer H R Associate
Requires/Intent
ESG Investing & Impact Analysis
IT Support
and more
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Louisville Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bryce Butler Access Ventures Founder And Managing Partner
2 Moses Icyishaka Access Ventures Principal
3 Tim Harris Access Ventures Director Of Marketing And Communications
4 Vanessa Koenigsmark Access Ventures Senior Associate, Access To Capital
5 Matthew Edson Access Ventures Creative Team Intern
6 Hannah Goodwin Access Ventures Creative Intern
7 Martha Weeks First Kentucky Securities Corporation Private Wealth Manager
8 Bill Fenwick First Kentucky Securities Corporation Chairman Of The Board, Senior Vice President Investments
9 Chris Mccrea First Kentucky Securities Corporation Private Wealth Advisor
10 Sheree Bollinger First Kentucky Securities Corporation Vice President
11 Ruth Webb First Kentucky Securities Corporation Public Finance Associate
12 Bryan Mccrea First Kentucky Securities Corporation Private Wealth Advisor
13 Austin Flatt First Kentucky Securities Corporation Private Wealth Advisor
14 Sam Vonderheide Atlas Brown, Inc. Associate Financial Advisor And Analyst
15 Brad Glotzbach Atlas Brown, Inc. Senior Relationship Manager
16 Tim Corley Atlas Brown, Inc. Senior Vice President And Senior Wealth Advisor
17 Patricia Anderson Atlas Brown, Inc. Vice President - Client Relations
18 Cheryl Hesen Atlas Brown, Inc. Client Service Officer
19 Troy Braun Atlas Brown, Inc. Family Office Administrator And Human Resources Onsite Supervisor And Assistant To Controller And Office Manager
20 Sally Price Atlas Brown, Inc. Executive Assistant
21 Shawn Clark Accredited Wealth Management Founding Partner And Wealth Advisor
22 Steve Giacobbe Accredited Wealth Management Managing Partner And Chief Investment Officer
23 Shawn Clark Accredited Wealth Management Managing Partner And Wealth Advisor
24 Robert Bolton Iron Bay Capital President, Portfolio Manager
25 Travis Konermann Todd Asset Management Llc Research Analyst
26 John White Todd Asset Management Llc Partner
27 John Poole Todd Asset Management Llc Managing Director, Marketing
28 Shaun Siers Todd Asset Management Llc Portfolio Manager
29 Jeremy Riddle Todd Asset Management Llc Head Trader
30 Jack Holden Todd Asset Management Llc Partner, Senior Portfolio Manager
31 Shaun Siers Todd Asset Management Llc Research Assistant
32 Camden Booker Castellan Group, Llc Analyst
33 Luke Huffman Castellan Group, Llc Research Intern
34 Shannon Bradbury Castellan Group, Llc Director Of Operations And Compliance
35 Douglas Myers Waycross Partners National Sales Director
36 Larry Walker Waycross Partners Partner And Strategist
37 J Chris Fugett King Financial Repair Credit Repair And Business Financing Consultant
38 Jim Hunter Mainstreet Wealth Management Owner
39 Jeannie Spencer Sachs Investment Group H R Associate

Investment Management companies in different cities of Kentucky

No. Industry Number of Contacts Download
1 Investment Management Companies in Lexington 1035