DK
David P. Kassouf
KASSOUF WEALTH ADVISORS
Birmingham, AL 35205-4022
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CRD#: 4583696
DK
Professional summary
David Paul Kassouf, CFP® is a registered financial advisor currently at KASSOUF WEALTH ADVISORS, LLC located in Birmingham, Alabama.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
KASSOUF & CO., P.C. - CERTIFIED PUBLIC ACCOUNTING FIRM
ADDRESS: 2101 Highland Ave. South, Ste. 300, BIRMINGHAM, AL 35205
POSITION: DIRECTOR
DUTIES: LEAD PARTNER IN BUSINESS SERVICES GROUP, COORDINATES SMALL BUSINESS SERVICES, OVERSEES FINANCES FOR THE FIRM
HOURS/MONTH: 180
START DATE: 10/1974
NON-INVESTMENT RELATED
KASSOUF RETIREMENT PLAN SERVICES, LLC - PENSION CONSULTING
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
DUTIES: SUPPORT SERVICES RELATED TO COMPLIANCE ACTIVITIES
HOURS/MONTH: 5
START DATE: 12/1999
NON-INVESTMENT RELATED
SECOND AVENUE LAND COMPANY, LLC - REAL ESTATE
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
START DATE: 09/2010
INVESTMENT RELATED
SIXTEENTH STREET LAND COMPANY, LLC - REAL ESTATE
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
START DATE: 10/2009
INVESTMENT RELATED
SEVENTH AVENUE LAND COMPANY, LLC - REAL ESTATE
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
START DATE: 12/2012
INVESTMENT RELATED
VULCAN DEVELOPMENT, LLC - REAL ESTATE
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
INVESTMENT RELATED
DECIMAL POINT PARTNERS - INVESTMENTS
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
START DATE: 04/1985
INVESTMENT RELATED
HIGHLAND AVENUE LAND COMPANY, LLC - REAL ESTATE
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view David Paul Kassouf's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 21, 2000 - Present
KASSOUF WEALTH ADVISORS, LLC
Office #1: 2101 Highland Avenue South Suite 650, Birmingham, AL 35205-4022RIA
CRD#: 122683
Birmingham, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KASSOUF WEALTH ADVISORS, LLC
KASSOUF WEALTH ADVISORS, LLC | SUMMIT WEALTH MANAGEMENT, LLC
CRD#: 122683 / SEC#: 801-67293
RIA
Registered Investment Advisory firm - (11/13/2006 Approved)Alabama
Registered Investment Advisory firm - (1/9/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(3/21/2000)
Current Firm
KW
KASSOUF WEALTH ADVISORS, LLC
KASSOUF WEALTH ADVISORS, LLC | SUMMIT WEALTH MANAGEMENT, LLC
CRD#: 122683 / SEC#: 801-67293
RIA
Registered Investment Advisory firm - (11/13/2006 Approved)Alabama
Registered Investment Advisory firm - (1/9/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2101 Highland Avenue South Suite 650, Birmingham, AL 35205-4022
Mailing Address
Phone number
(205) 776-0100
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 421 |
| AUM (Assets Under Management) | $ 402,376,008 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/01/2024 | ||
| 02/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KASSOUF WEALTH ADVISORS, LLC
CRD#: 122683Birmingham, AL 35205-4022TRUST BUT VERIFY
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