Aull & Monroe is an SEC registered investment adviser organized as a corporation with a primary office location in Mobile, AL. Its latest Form ADV filing, dated March 23, 2026, reports $323M in regulatory assets under management, 5 employees, and 417 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.7% of total clients.
Top client categories% of clientsClients
1
Individuals
63.7%
121
2
HNWI
31.1%
59
3
Pension Plans
5.3%
10
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$323Mas of March 23, 2026
Discretionary100.0%
$323M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$323M
Total Accounts417
10Y AUM Change+$48M (+17.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.