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Aull & Monroe Investment Management Corp

● SEC registered since 1990CRD 104830SEC# 801-35841Mobile, AL
Export (members)
Reg. AUM
$323.2M
Employees
5
Accounts
417
Location
Mobile, AL

Aull & Monroe Investment Management Corp assets under management

Aull & Monroe Investment Management Corp operates as an SEC-registered investment adviser based in Mobile, AL. The firm has been registered since 1990. It reports $323.2 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/aull-&-monroe-investment-managment-corpView on SEC.gov ↗

Aull & Monroe Investment Management Corp owners & executives

3 reported
NameTitleOwnershipSince
James Paul Aull ControlPartner25-50%1990
Jamie Lynn Thuss ControlPartner/Chief Compliance Officer/Vice President10-25%2004
William Earl Monroe ControlPartner25-50%1990

Frequently asked questions

How much does Aull & Monroe Investment Management Corp manage?

Aull & Monroe Investment Management Corp reports $323.2 million in regulatory assets under management on its Form ADV.

How many employees does Aull & Monroe Investment Management Corp have?

Aull & Monroe Investment Management Corp reports 5 employees.

Where is Aull & Monroe Investment Management Corp located?

Aull & Monroe Investment Management Corp is based in Mobile, AL and has been SEC-registered since 1990.

Does Aull & Monroe Investment Management Corp disclose fund performance?

Aull & Monroe Investment Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3658 College Ln S, Mobile, AL 36608
Phone(251) 342-3339
Fax(251) 342-3113
Office hours8:30a.m.- 4:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1387615
Discloses disciplinary historyNo

Regulatory AUM

$323.2M▼ 2%
Mar '25 — $329.1MApr '25 — $329.1MMay '25 — $329.1MJun '25 — $329.1MJul '25 — $329.1MAug '25 — $329.1MSep '25 — $329.1MOct '25 — $329.1MNov '25 — $329.1MDec '25 — $329.1MJan '26 — $329.1MFeb '26 — $329.1MMar '26 — $323.2MApr '26 — $323.2MMay '26 — $323.2MJun '26 — $323.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$323.2Mregulatory AUM
Discretionary $323.2M