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CULLINAN ASSOCIATES, INC.
CRD 108340File 801-35801
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.48B
Above cohort median (national)
Discretionary AUM
$1.48B
Clients
632
632 accounts
Employees
17
Top 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 11, 1990
- Principal office
- 295 N. HUBBARDS LANE, SUITE 203, LOUISVILLE, KY, 40207
- Phone
- 502-893-0300
- Website
- HTTP://WWW.CULLINAN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.48B
- Discretionary AUM
- $1.48B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 632
- Non-discretionary accounts
- 0
- Total accounts
- 632
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $88.2M |
| Charitable organizations | 11 | $50.7M |
| High net worth individuals | 293 | $1.17B |
| Pension and profit sharing plans | Fewer than 5 | $6.8M |
| Individuals (other than high net worth individuals) | 306 | $163.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 17 | decreased by1 |
| Apr 1, 2026 | Clients | 750 | 632 | decreased by118 |
| Apr 1, 2026 | AUM | $1,585,984,703 | $1,481,599,773 | decreased by$104,384,930 |
| Apr 1, 2026 | Accounts | 747 | 632 | decreased by115 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 18 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 894 | 750 | decreased by144 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,030,571,526 | $1,585,984,703 | decreased by$444,586,823 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 894 | 747 | decreased by147 |
| Mar 1, 2022 | Employees | 17 | 16 | decreased by1 |
| Mar 1, 2022 | Clients | 800 | 894 | increased by94 |
| Mar 1, 2022 | AUM | $1,690,157,784 | $2,030,571,526 | increased by$340,413,742 |
| Mar 1, 2022 | Accounts | 800 | 894 | increased by94 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CULLINAN ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CULLINAN ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.