KASSOUF WEALTH ADVISORS, LLC

CRD

122683

SEC file #

801-67293

EIN

—

DBA names

—

Economics

AUM

$471.3M

AUM band

$100M-$500M

AUM trajectory

'20 · $283.4M

'21 · $278.5M

'22 · $326.4M

'23 · $359.9M

'25 · $402.4M

'26 · $471.3M

'20'26

$283.4M → $471.3M▲ +66%

sec adv history

Client mix

Individuals High Net Worth	112
Individuals Other	86
Pension Profit Sharing Plans	39

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 7 advisors

'22 · 7 advisors

'23 · 5 advisors

'25 · 7 advisors

'26 · 6 advisors

'20'26

4 advisors → 6 advisors▲ +50%

sec adv history

Primary office

BIRMINGHAM AL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/20/2026

ADV-W filed at

—

Website

kassoufwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KASSOUF & CO.

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

KASSOUF & CO.

KASSOUF, DAVID, PAUL

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

KASSOUFWEALTH.COM

Rdap Domain Creation Date

2014-11-20T01:57:01Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-11-20T01:57:01Z

Rdap Domain Last Changed

2024-11-20T12:45:35Z

Rdap Nameservers

Pdns11.domaincontrol.comPdns12.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate