Kassouf Wealth Advisors, LLC
● SEC registered since 2006CRD 122683SEC# 801-67293Birmingham, AL
Reg. AUM
$471.3M
Employees
10
Accounts
440
Location
Birmingham, AL
Kassouf Wealth Advisors, LLC assets under management
Kassouf Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Birmingham, AL. The firm has been registered since 2006. It reports $471.3 million in regulatory assets under management and employs 10 people.
Kassouf Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Paul Kassouf Control | Member | 10-25% | 1999 |
| Gerard Joseph Kassouf Control | Member | 10-25% | 1999 |
| Jonathan Gerard Kassouf | Owner | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Kassouf Wealth Advisors, LLC manage?
Kassouf Wealth Advisors, LLC reports $471.3 million in regulatory assets under management on its Form ADV.
How many employees does Kassouf Wealth Advisors, LLC have?
Kassouf Wealth Advisors, LLC reports 10 employees.
Where is Kassouf Wealth Advisors, LLC located?
Kassouf Wealth Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2006.
Does Kassouf Wealth Advisors, LLC disclose fund performance?
Kassouf Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2101 Highland Avenue South, Suite 650, Birmingham, AL 35205-4022 |
| Phone | 205-776-0100 |
| Fax | 205-776-0101 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$471.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$471.3Mregulatory AUM
Discretionary $471.3M