Zachary L. Bennett

KASSOUF WEALTH ADVISORS

Birmingham, AL 35205-4022

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CRD#: 7177499

Professional summary

Zachary L Bennett, who also goes by Zach Bennett, Zachary Bennett, Zack Bennett, is a registered financial advisor currently at KASSOUF WEALTH ADVISORS, LLC located in Birmingham, Alabama.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Zachary has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Bennett | Zachary Bennett | Zack Bennett

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. Non Investment-Related 2101 Highland Ave., South, Ste. 300 Birmingham, AL 35205 Public Accounting Firm Director 09/2002 170 hours 167 hours CPA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary L Bennett's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 12, 2019 - Present

KASSOUF WEALTH ADVISORS, LLC

Office #1: 2101 Highland Avenue South Suite 650, Birmingham, AL 35205-4022

RIA

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(12/12/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

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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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KASSOUF WEALTH ADVISORS, LLC DISCLOSURE BROCHURE (3/28/2025)

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	Cover Page	Report
02/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Zachary L. Bennett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary L Bennett's CRS (Customer Relationship Summary).

Certified licenses

Experience

KASSOUF WEALTH ADVISORS, LLC

Primary Firm SEC Registration

KASSOUF WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

KASSOUF WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KASSOUF WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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