Kassouf Wealth Advisors

Kassouf Wealth Advisors

Kassouf Wealth Advisors is a Birmingham, Alabama-based registered investment advisor providing wealth management and financial planning services. The firm works with individuals, high-net-worth families, trusts, estates, and charitable organizations, offering advisory services that include education planning and investment management. Its client base reflects the economic profile of the Birmingham metropolitan area, a regional hub for banking, healthcare, and industrial wealth. The firm's investment approach centers on advisory and planning relationships rather than proprietary fund products. Kassouf constructs portfolios using external investment vehicles, emphasizing financial planning as the entry point for client engagement. The practice operates without disclosed direct investment or co-investment capabilities, positioning itself as a planning-led wealth manager for families and institutions in Alabama and the broader Southeast. Public disclosures do not include detailed team size, assets under management, or named portfolio holdings. The firm maintains a low public profile consistent with many independent registered investment advisors serving regional client bases. No adjacent vehicles, club memberships, or separate operating entities are publicly documented. Kassouf's structural distinction lies in its positioning as an independent RIA in a market dominated by large bank-owned wealth management platforms. The firm's longevity and local market presence suggest a relationship-based practice serving multi-generational client relationships in Alabama and surrounding states.