Kassouf Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 122683
- SEC number
- 801-67293
- Firm type
- RIA
- Assets under management
- $471.3M as of Mar 20, 2026
- Website
- kassoufwealth.com ↗
- Phone
- 205-776-0100
- Address
- 2101 Highland Avenue South, Birmingham, AL, 35205-4022
Advisors at this firm
6 in our index · page 1 of 1
-
Caroline Calton GayleCRD 5677308 · Birmingham, ALIA RegisteredRegistration inactive
-
David Paul KassoufCRD 4583696 · Birmingham, ALIA Registered
-
Gerard Joseph KassoufCRD 4583697 · Birmingham, ALIA Registered
-
Jonathan Gerard KassoufCRD 7177481 · Birmingham, ALIA Registered
-
Michelle Grunewald PikeCRD 4705194 · Birmingham, ALIA Registered
-
Shannon Jon PikeCRD 3183278 · Birmingham, ALIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 122683 ↗
FINRA BrokerCheck record for firm CRD 122683 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.