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KASSOUF WEALTH ADVISORS, LLC
CRD 122683File 801-67293
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$471.3M
Above cohort median (national)
Discretionary AUM
$471.3M
Clients
237
440 accounts
Employees
10
Above cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 13, 2006
- Principal office
- 2101 HIGHLAND AVENUE SOUTH, SUITE 650, BIRMINGHAM, AL, 35205-4022
- Phone
- 205-776-0100
- Website
- HTTPS://KASSOUFWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $471.3M
- Discretionary AUM
- $471.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 440
- Non-discretionary accounts
- 0
- Total accounts
- 440
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $559K |
| Charitable organizations | Fewer than 5 | $3.2M |
| High net worth individuals | 112 | $337.5M |
| Pension and profit sharing plans | 39 | $104.9M |
| Individuals (other than high net worth individuals) | 86 | $25.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.