KASSOUF WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2006

Total AUM

$471M

Discretionary

$471M

100% of AUM

Avg account

$1.1M

Accounts

440

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 122683
Registered since: November 13, 2006
Website: kassoufwealth.com
Custodians: CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.6%
Pension & Profit Sharing Plans22.25%
Individuals5.34%
Charitable Organizations0.68%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Kassouf Wealth Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for both individual & family and institutional clients. The firm provides comprehensive wealth management services including financial planning, portfolio management for individuals and small businesses, pension consulting services, manager selection and publication of client-facing periodicals or newsletters. Fee arrangements are flexible and include a percentage of AUM, hourly billing and fixed fees. The firm is not positioned as an ESG investor. Although the adviser is not classified as a multi-state adviser for regulatory purposes, it maintains a multi-office footprint. Its business model leans on delegated manager relationships and pooled vehicles—Kassouf lists selection of other advisers among its advisory activities, which points to substantial use of third-party managers and sub-advisory sleeves alongside in-house oversight.