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TULL FINANCIAL GROUP, INC.
CRD 112235File 801-61759
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$367.1M
Below cohort median (national)
Discretionary AUM
$364.0M
Non-discretionary $3.1M
Clients
295
1,000 accounts
Employees
9
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 23, 2003
- Principal office
- 555 BELAIRE AVENUE, SUITE 130, CHESAPEAKE, VA, 23320-5205
- Phone
- (757)436-1122
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $367.1M
- Discretionary AUM
- $364.0M
- Non-discretionary AUM
- $3.1M
- Discretionary accounts
- 982
- Non-discretionary accounts
- 18
- Total accounts
- 1,000
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.7M |
| High net worth individuals | 111 | $264.5M |
| Pension and profit sharing plans | Fewer than 5 | $750K |
| Individuals (other than high net worth individuals) | 181 | $91.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.