KASSOUF WEALTH ADVISORS, LLC
CRD #122683 SEC #801-67293 BIRMINGHAM, AL 205-776-0100
SEC Registered
Total AUM
$402.4M
Discretionary
$402.4M
Employees
10
Clients
10
Accounts
421
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $402.4M | $402.4M | $0 | 10 | 9 |
| Oct 2024 | $370.2M | $370.2M | $0 | 8 | 13 |
| Mar 2024 | $370.2M | $370.2M | $0 | 8 | 13 |
| Nov 2023 | $317.8M | $317.8M | $0 | 8 | 12 |
| Mar 2023 | $317.8M | $317.8M | $0 | 8 | 12 |
| Mar 2022 | $359.9M | $359.9M | $0 | 7 | 10 |
| Mar 2022 | $359.9M | $359.9M | $0 | 7 | 10 |
| Mar 2021 | $326.4M | $326.4M | $0 | 7 | 0 |
| Dec 2020 | $278.5M | $278.5M | $0 | 7 | 0 |
| Jul 2020 | $278.5M | $278.5M | $0 | 7 | 0 |
| Jun 2020 | $278.5M | $278.5M | $0 | 7 | 0 |
| Mar 2020 | $278.5M | $278.5M | $0 | 7 | 0 |
| Apr 2019 | $283.4M | $283.4M | $0 | 4 | 0 |
| Feb 2019 | $301.5M | $301.5M | $0 | 4 | 0 |
| Aug 2018 | $301.5M | $301.5M | $0 | 4 | 0 |
| Aug 2018 | $301.5M | $301.5M | $0 | 4 | 0 |
| Mar 2018 | $301.5M | $301.5M | $0 | 5 | 0 |
| Apr 2017 | $274.2M | $274.2M | $0 | 5 | 300 |
| Apr 2017 | $274.2M | $274.2M | $0 | 5 | 300 |
| Nov 2016 | $225.5M | $225.5M | $0 | 5 | 200 |
| Apr 2016 | $225.5M | $225.5M | $0 | 5 | 200 |
| Mar 2016 | $225.5M | $225.5M | $0 | 5 | 200 |
| Mar 2016 | $225.5M | $225.5M | $0 | 5 | 200 |
| Feb 2016 | $216M | $216M | $0 | 5 | 200 |
| Apr 2015 | $216M | $216M | $0 | 5 | 200 |
| Mar 2015 | $216M | $216M | $0 | 5 | 200 |
| Dec 2014 | $163.4M | $163.4M | $0 | 7 | 200 |
| Jun 2014 | $163.4M | $163.4M | $0 | 7 | 200 |
| Mar 2014 | $163.4M | $163.4M | $0 | 7 | 200 |
| Apr 2013 | $136.1M | $136.1M | $0 | 7 | 200 |
| Mar 2012 | $117.8M | $117.8M | $0 | 6 | 200 |
| Apr 2011 | $73.9M | $71.9M | $2.1M | 10 | -- |
| Apr 2009 | $36.9M | $36.9M | $0 | 10 | -- |
| Jan 2007 | $42.8M | $34.7M | $8.1M | 10 | -- |
| Nov 2006 | $40.6M | $33.1M | $7.5M | 10 | -- |
DateMar 2025
Total AUM$402.4M
Discretionary$402.4M
Non-Disc.$0
Employees10
Clients9
DateOct 2024
Total AUM$370.2M
Discretionary$370.2M
Non-Disc.$0
Employees8
Clients13
DateMar 2024
Total AUM$370.2M
Discretionary$370.2M
Non-Disc.$0
Employees8
Clients13
DateNov 2023
Total AUM$317.8M
Discretionary$317.8M
Non-Disc.$0
Employees8
Clients12
DateMar 2023
Total AUM$317.8M
Discretionary$317.8M
Non-Disc.$0
Employees8
Clients12
DateMar 2022
Total AUM$359.9M
Discretionary$359.9M
Non-Disc.$0
Employees7
Clients10
DateMar 2022
Total AUM$359.9M
Discretionary$359.9M
Non-Disc.$0
Employees7
Clients10
DateMar 2021
Total AUM$326.4M
Discretionary$326.4M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$278.5M
Discretionary$278.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$278.5M
Discretionary$278.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$278.5M
Discretionary$278.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$278.5M
Discretionary$278.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees5
Clients300
DateApr 2017
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees5
Clients300
DateNov 2016
Total AUM$225.5M
Discretionary$225.5M
Non-Disc.$0
Employees5
Clients200
DateApr 2016
Total AUM$225.5M
Discretionary$225.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$225.5M
Discretionary$225.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$225.5M
Discretionary$225.5M
Non-Disc.$0
Employees5
Clients200
DateFeb 2016
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees5
Clients200
DateApr 2015
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees5
Clients200
DateDec 2014
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees7
Clients200
DateJun 2014
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$163.4M
Discretionary$163.4M
Non-Disc.$0
Employees7
Clients200
DateApr 2013
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees7
Clients200
DateMar 2012
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees6
Clients200
DateApr 2011
Total AUM$73.9M
Discretionary$71.9M
Non-Disc.$2.1M
Employees10
Clients--
DateApr 2009
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$42.8M
Discretionary$34.7M
Non-Disc.$8.1M
Employees10
Clients--
DateNov 2006
Total AUM$40.6M
Discretionary$33.1M
Non-Disc.$7.5M
Employees10
Clients--