Kassouf Wealth Advisors, LLC
Kassouf Wealth Advisors, LLC is an SEC-registered wealth manager in Birmingham, AL with $471.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Kassouf Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122683, SEC 801-67293, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $471.3M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Birmingham, AL
- Employees
- 10
- Clients
- 237
- CRD
- 122683
- Ownership
- BEALL, JAMES, FOLMAR; CALLAHAN, JERRY, D; KASSOUF, DAVID, PAUL; KASSOUF, GERARD, JOSEPH; PIKE, SHANNON, JON
How much AUM does Kassouf Wealth Advisors, LLC have?
Kassouf Wealth Advisors, LLC reported $471.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Kassouf Wealth Advisors, LLC?
Disclosed owners and executives of Kassouf Wealth Advisors, LLC include BEALL, JAMES, FOLMAR, CALLAHAN, JERRY, D, KASSOUF, DAVID, PAUL, KASSOUF, GERARD, JOSEPH, PIKE, SHANNON, JON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.