Cullen Investment Group
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 18266
- Registered since
- July 9, 2002
- Website
- www.cullenonline.com
- 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
FINTRXOverview
Cullen Investment Group is an independent registered investment adviser organized as a corporation and operating since 2002. The firm is individually owned and provides fee-based portfolio management and financial planning primarily to individuals, families and small-business clients, with some institutional relationships. Its advisory model is percentage-of-AUM fees rather than hourly or fixed retainer billing. Cullen does not present itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Advisory activity centers on financial planning and discretionary portfolio management for individual and small-business accounts. The firm lists a law firm among its industry affiliations, which suggests referral or professional-network ties rather than a family-office model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents12%
- US Government Bonds2%
- Public Funds/Mutual Funds1%
Contacts
3 of 6
Katelyn Dubuc
Investment AdvisorCRD 6271197
Anne Gaiennie
Office ManagementCRD 5797869
James Hammond
Financial Advisor TraineeCRD 7785314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$7.1M in ETFs
49%
$3.5M
0%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $1.8M | 20,614 | 25.35% |
Location
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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