Alexander Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,870,000
Clients
179
Advisors
1
of 1 employees
About
Alexander Advisory Services, LLC is a registered investment adviser that provides discretionary asset management and portfolio management to primarily individual clients, managing about $10.3 million across roughly 179 client accounts. The firm also accepts charitable organizations and corporate or business clients in addition to individuals and does not sponsor wrap-fee programs.
Portfolios are built using fundamental analysis and are tailored to each client’s stated goals, time horizon, and risk tolerance; the adviser generally operates with discretionary trading authority, conducts quarterly reviews, and looks for rebalancing and tax‑loss harvesting opportunities when appropriate. Custodial execution and reporting are provided through a designated custodian (Charles Schwab), clients receive quarterly statements, and the firm generally does not vote proxies on client securities.
What is distinctive is the firm’s acceptance of charitable and corporate clients—client types that are relatively uncommon among independent advisers of this size—and the principal’s substantial outside insurance practice, which the brochure discloses as an additional revenue source with conflict‑mitigation procedures and client disclosure. Operationally, the firm manages accounts separately (does not aggregate trades), requires discretionary authority to implement strategies, and discloses its policies on soft-dollar benefits and best‑execution considerations.
Client services
Expertise
Fee options
$0 - $100,000: 1.0% annually $100,001 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.80% annually Over $1,000,000+: 0.70% annually
Main office
810 Clinch Ave, 7th Floor
Knoxville TN 37902
Advisors at this office
1
Most active in
Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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