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CULLEN INVESTMENT GROUP
Legal name: CULLEN INVESTMENT GROUP, LTD.
CRD 18266File 801-61265
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$910.0M
Above cohort median (national)
Discretionary AUM
$910.0M
Clients
611
1,499 accounts
Employees
11
Top 25% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 9, 2002
- Principal office
- 1404 S. COLLEGE RD., LAFAYETTE, LA, 70503
- Phone
- 337-237-8000
- Website
- HTTP://WWW.CULLENONLINE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $910.0M
- Discretionary AUM
- $910.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,499
- Non-discretionary accounts
- 0
- Total accounts
- 1,499
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.9M |
| Charitable organizations | 6 | $33.9M |
| High net worth individuals | 236 | $783.6M |
| Individuals (other than high net worth individuals) | 369 | $89.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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.