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| Keyboard |
| Kassouf Wealth Advisors LLC
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|---|---|
| CRD # | 122683 |
| SEC # | 801-67293 |
| CIK # | |
| AUM | 471.3 M (2026-03-20) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 205-776-0100 |
| Address | 2101 Highland Avenue South Birmingham, AL 35205-4022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 25.2 |
| (b) Individuals (high net worth individuals) | 112 | 337.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 39 | 104.9 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 440 | 471.3 |
| By Discretionary | ||
| Discretionary | 440 | 471.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 440 | 471.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 471.3 | |
| Total | 440 | 471.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 12 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Barnes Wealth Management Group Inc
✚
|
CA | 477.2 M |
|
Wimmer Associates I LLC
✚
|
CA | 475.9 M |
|
Cape Investment Advisory Inc
✚
|
GA | 473.7 M |
|
Lighthouse Financial Services Inc
✚
|
CA | 472.5 M |
|
Mason & Associates LLC
✚
|
VA | 471.4 M |
|
Sterling Group Wealth Management LLC
✚
|
CA | 471.3 M |
|
Sand Creek Capital LLC
✚
|
ID | 471.2 M |
|
Nova Financial LLC
✚
|
AZ | 469.4 M |
|
Alliance Private Wealth LLC
✚
|
MA | 466.2 M |
|
First Citizens Asset Management Inc
✚
|
NC | 465.1 M |