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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PIKE, SHANNON, JON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | MEMBER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | MEMBER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | MEMBER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | MEMBER | D | Control |
| KASSOUF, GERARD, JOSEPH | I | MEMBER | D | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, DAVID, PAUL | I | MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | MANAGING MEMBER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KASSOUF, GERARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BEALL, JAMES, FOLMAR | I | MEMBER | B | |
| BEALL, JAMES, FOLMAR | I | MEMBER | B | |
| BEALL, JAMES, FOLMAR | I | MEMBER | B | |
| BEALL, JAMES, FOLMAR | I | MEMBER | B | |
| BEALL, JAMES, FOLMAR | I | MEMBER | B | |
| BEALL, JAMES, FOLMAR | I | MEMBER | B | |
| BEALL, JAMES, FOLMAR | I | MEMBER | B | |
| BEALL, JAMES, FOLMAR | I | MEMBER | B | |
| BEALL, JAMES, FOLMAR | I | MEMBER | B | |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CALLAHAN, JERRY, D | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BEALL, JAMES, FOLMAR | I | MEMBER | A |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (5)
AL FL LA TN TX
Address
2101 HIGHLAND AVENUE SOUTHSUITE 650
BIRMINGHAM, AL 35205-4022
United States
Phone: 205-776-0100