Aull & Monroe

Overview

Aull & Monroe is an SEC registered investment adviser based in Mobile, AL, registered since 1990. It reports $323M in assets under management across 417 accounts, with 5 employees. It has 6 investment adviser representatives.

Reported AUM

$323M

Discretionary

100%

Accounts

417

Average account

$775K

Employees

5

Advisory reps

6

Registered since

1990

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Jamie Lynn Thuss Partner, Chief Compliance Officer CRD 3188652
• James Paul Aull Partner CRD 2245495
• William Earl Monroe Partner CRD 2185266

Advisory reps 3 of 6

• James Paul Aull Investment Adviser Rep CRD 2245495
• Daniel Richard Harvey Investment Adviser Rep CRD 8311444
• William Earl Monroe Investment Adviser Rep CRD 2185266

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3658 College Ln S
Mobile, AL 36608

County

Mobile

Metro area

Mobile, AL

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: aullmonroe.com

Every state, with registration dates

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