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Kassouf Wealth Advisors, LLC

Kassouf Wealth Advisors, LLC. CRD 122683

Kassouf Wealth Advisors, LLC logo

CRD: 122683

Kassouf Wealth Advisors, LLC

Birmingham, AL, 35205
2057760100
kassoufwealth.com
$471.3M Total AUM
$471.3M Disc. AUM
-- 3Y CAGR
10 Employees
249 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Matrix Trust · TD Ameritrade
Clients
Retail and Institutional
Platforms
Glacier
Established Date
03-21-2000
Office Locations
1

Office Locations

2101 Highland Avenue South Suite 650 Birmingham AL

About Kassouf Wealth Advisors, LLC

Kassouf Wealth Advisors is an independent, fee-only SEC-registered RIA providing comprehensive wealth management that combines goals-based financial planning with investment advisory and portfolio construction. The team includes CFP professionals and Personal Financial Specialists and emphasizes unbiased fiduciary advice. Based in Birmingham, AL, it serves retail and institutional relationships and custodies with Charles Schwab.

Team overview

49 AVG AGE
$78.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
14.6 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Pathway Pioneer fusion Value North value

Custodian

Alpha Summit Delta

Investment Themes

Pathway beacon Ridge beacon

Investment Vehicles

Foundation

Platform

Capital Legacy beacon

Services

Vital prime Crest fusion Horizon Prime ridge Summit insight Foundation north Quantum

Technology

North

Owner & Executives

DAVID PAUL KASSOUF

DAVID PAUL KASSOUF

Director

CRD
#4583696
Ownership
10% but less than 25%
(883) 387-6083
unison.signal@frontiercapital.com
in linkedin.com/in/zenith-legacy
GERARD JOSEPH KASSOUF

GERARD JOSEPH KASSOUF

Advisor

CRD
#4583697
Ownership
10% but less than 25%
(753) 593-4537
value.ridge@focuscapital.com
in linkedin.com/in/harbor-vertex
W

Wave timber

Legacy unison north

CRD
#60437
Ownership
9.4%
(353) 881-8543
focus.momentum@catalystcapital.com
in linkedin.com/in/radial-beacon

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Contacts

C

Caroline Calton Gayle

Director of Planning

CRD
#5677308
(581) 434-8494
north.atlas@valuecapital.com
in linkedin.com/in/catalyst-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
11-08-2023
10-29-2024
03-28-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $471,323,991 $1,071,191
Non-Discretionary $0 --
Total $471,323,991 $1,071,191

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Separately Managed Accounts

Total SMA Asset: $471,323,991

$471.3M Total SMA
Public Funds:
45.0%
Private Funds:
37.0%
Cash:
18.0%
Asset class Assets Assets %
Public Funds $180,980,143 45.0%
Private Funds $148,805,895 37.0%
Cash $72,392,057 18.0%
Total $402,178,095 100.0%

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