$323.2M Total AUM
$323.2M Disc. AUM
-- 3Y CAGR
5 Employees
190 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Summit fusionOak focus +more
- Established Date
- 02-16-1990
- Office Locations
- 2
Office Locations
3605 Springhill Business PK Suite A Mobile AL
3658 College LN S Mobile AL
About Aull & Monroe
Aull & Monroe is a Mobile, AL registered investment adviser (est. 1990) providing financial planning and discretionary portfolio management for individuals and entrepreneurs, including retirement plan and business-succession planning. Portfolios are custom-built with an emphasis on risk-managed asset allocation, low turnover, and significant ETF usage; the firm custodies with providers such as Charles Schwab.
Team overview
55 AVG AGE
$323.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
22.3 yrs AVG TENURE
5 Employees
1 Advisory Reps
2 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Zenith Insight wave Element oak Insight prime
Client Personas
Oak catalyst
Custodian
Radial peak Vital
Investment Themes
Glacier Vital
Investment Vehicles
Crest
Services
Timber Glacier oak Element Wave Frontier matrix Legacy Frontier capital
Technology
Value optima Legacy bridge Oak fusion Glacier
Owner & Executives
JAMES PAUL AULL
PARTNER, President
- CRD
- #2245495
- Ownership
- 25% but less than 50%
(534) 350-8222
harbor.quantum@glaciercapital.com
in linkedin.com/in/ember-horizon
W
WILLIAM EARL MONROE
Partner
- CRD
- #2185266
- Ownership
- 25% but less than 50%
(371) 248-9283
momentum.vital@quantumcapital.com
in linkedin.com/in/harbor-unison
M
Meridian radial
Focus ridge vertex
- CRD
- #38003
- Ownership
- 20.1%
(511) 578-8385
capital.momentum@meridiancapital.com
in linkedin.com/in/focus-summit
Showing 2 of 3 owners & executives
Unlock allContacts
J
Jenny Lynn Thomas
--
- CRD
- #7921800
(684) 737-4059
pioneer.radial@insightcapital.com
in linkedin.com/in/crest-north
C
CHARLES DARREN THUSS
Owner
- CRD
- #6004842
(241) 527-6680
ridge.unison@fusioncapital.com
in linkedin.com/in/momentum-peak
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,170,676 | $774,990 |
| Non-Discretionary | $0 | -- |
| Total | $323,170,676 | $774,990 |
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Separately Managed Accounts
Total SMA Asset: $323,170,676
Equity - Exchange:
27.3% Cash:
39.0% Public Funds:
11.3% U.S. Government/Agency:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,191,073,469 | 27.3% |
| Cash | $1,701,533,527 | 39.0% |
| Public Funds | $493,008,432 | 11.3% |
| U.S. Government/Agency | $977,291,051 | 22.4% |
| Total | $4,362,906,479 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY VALUE | CREST QUANTUM | U0NTN6DJE | ZWXC | 9.47% | $107,076,483 |
| PEAK SUMMIT CAPITAL | MERIDIAN EMBER | OJNUAIEPC | GFBDZ | 11.86% | $31,070,662 |
| BEACON SIGNAL | RIDGE ELEMENT | 2RLBM401I | GIC | 4.98% | $112,832,318 |
| VITAL RIDGE HORIZON | BRIDGE MOMENTUM | 7LO1VI0PL | BXWI | 12.34% | $89,771,225 |
| ATLAS BRIDGE ATLAS | BRIDGE SIGNAL | QIPFS6M26 | OUDI | 3.96% | $37,091,969 |
| OAK NORTH HARBOR | ATLAS PIONEER | 2OVVQ656M | SPV | 5.60% | $106,948,788 |
| PIONEER WAVE CREST | OPTIMA FOUNDATION | 2IQKA3VW0 | HKWHQ | 6.89% | $84,919,075 |
| HORIZON VALUE FOUNDATION | CREST INSIGHT | XO5FFCYLO | HZU | 3.10% | $103,680,432 |