Aull & Monroe
Aull & Monroe is an SEC-registered wealth manager in Mobile, AL with $323.2M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Aull & Monroe: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104830, SEC 801-35841, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $323.2M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Mobile, AL
- Employees
- 5
- Clients
- 190
- CRD
- 104830
- Ownership
- THUSS, JAMIE, LYNN; AULL, JAMES; MONROE, EARL; AULL, JAMES, PAUL; MONROE, WILLIAM, EARL
How much AUM does Aull & Monroe have?
Aull & Monroe reported $323.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Aull & Monroe?
Disclosed owners and executives of Aull & Monroe include THUSS, JAMIE, LYNN, AULL, JAMES, MONROE, EARL, AULL, JAMES, PAUL, MONROE, WILLIAM, EARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.