Tull Financial Group, Inc.
Firm details
- Headquarters
- Chesapeake, Virginia
- CRD number
- 112235
- Registered since
- January 23, 2003
- Website
- tullfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.06%
- Individuals24.82%
- Corporations / Businesses2.91%
- Pension & Profit Sharing Plans0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tull Financial Group, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2003. The firm serves individuals, families and select institutional clients and structures fees as a mix of percentage-of-AUM, hourly charges and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not position itself as an ESG specialist, is not a multi-state adviser, and does not act as a pension consultant. Tull Financial Group was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities3%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Robert Tull
President, CEOCRD 1387893
Contacts
3 of 5
Philip Tull
Wealth AdvisorCRD 7009637
Isaac Hon
CRD 7835321
Cathy Tull
Managing Director, SecretaryCRD 4386024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$338M in ETFs
33%
$111M
30%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $62.1M | 706,854 | 18.37% |
Location
Chesapeake, VA
Chesapeake City
Location
Chesapeake, VA
Headquartered in Chesapeake, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Chesapeake City
- Address
- 555 Belaire Ave
- Time zone
- ET (UTC-5)
- Office locations
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