Cullen Investment Group

RIASEC Registered
Total AUM
$910M
Discretionary
$910M
100% of AUM
Avg account
$607K
Accounts
1,499
Employees
11
Advisory reps
6

Firm details

Headquarters
Lafayette, Louisiana
CRD number
18266
Registered since
July 9, 2002
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI86.11%
  • Individuals9.85%
  • Charitable Organizations3.72%
  • Corporations / Businesses0.32%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cullen Investment Group is an independent registered investment adviser organized as a corporation and registered with the SEC in 2002. The firm is individually owned and focuses on fee-based relationships, charging a percentage of assets under management. Its client base spans high-net-worth individuals and families as well as institutional clients. Core advisory services listed by the firm are financial planning and portfolio management for individuals and small businesses. Investment positioning is equity-centric rather than thematic or ESG-driven; the firm does not identify as an active ESG investor and is not positioned as a capital allocator. The firm maintains an industry affiliation with a law firm, which may influence client relationships or referral sources.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 12%, US Government Bonds 2%, Public Funds/Mutual Funds 1%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents12%
  • US Government Bonds2%
  • Public Funds/Mutual Funds1%

Contacts

3 of 6
  • Anne Gaiennie

    Anne Gaiennie

    Office ManagementCRD 5797869

  • Stephen Nickel

    Stephen Nickel

    AttorneyCRD 4305828

  • Katelyn Dubuc

    Katelyn Dubuc

    Investment AdvisorCRD 6271197

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$8.1M in ETFs

Passive

47%

$3.8M

Active

0%

$4.3M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$2.2M23,59626.65%

Location

Primary office

Lafayette, LA

Lafayette

Location

Lafayette, LA

Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.

Metro area
Lafayette-Opelousas-Morgan City, LA
Region
South
County
Lafayette
Address
1404 S College Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth