# KASSOUF WEALTH ADVISORS, LLC

KASSOUF WEALTH ADVISORS, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 122683
- Type: SEC-registered investment adviser
- SEC file number: 801-67293
- Location: 2101 HIGHLAND AVENUE SOUTH, SUITE 650, BIRMINGHAM, AL, 35205-4022
- Phone: 205-776-0100
- Latest filing: 2026-03-20
- Regulatory AUM: $471.3M
- Discretionary AUM: $471.3M
- Clients: 10
- Accounts: 440

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Gerard Joseph Kassouf | MEMBER | — |
| David Paul Kassouf | MEMBER | — |
| Shannon Jon Pike | CHIEF COMPLIANCE OFFICER | — |
| BEALL JAMES FOLMAR | MEMBER | — |
| CALLAHAN JERRY D | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| KASSOUF DAVID PAUL | MEMBER | — |
| KASSOUF GERARD JOSEPH | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER | — |
| PIKE SHANNON JON | CHIEF COMPLIANCE OFFICER | — |
| Michelle Grunewald Pike | OWNER | — |
| Jonathan Gerard Kassouf | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122683/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122683/similar
- Related entities: https://search.stillhousedata.com/firm/122683/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122683

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.