Wealth Manager
    SEC Registered
    Manages Private Funds

    Cullen Investment Group

    Registered investment advisor · Lafayette, Louisiana · CRD #18266

    Assets Under Management
    $910M
    Client Accounts
    1,499
    Employees
    11
    CRD Number
    18266
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cullen Investment Group

    Established in 1986, Cullen Investment Group is a locally owned, full-service brokerage firm in Lafayette, Louisiana, offering investment advisory, brokerage, consulting, and financial planning services with no account minimums. The firm emphasizes fiduciary standards and values honesty and integrity.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cullen Investment Group

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    Frequently Asked Questions

    What is Cullen Investment Group's AUM?

    Cullen Investment Group reports approximately $910M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cullen Investment Group headquartered?

    Cullen Investment Group is headquartered in Lafayette, Louisiana.

    What is Cullen Investment Group's CRD number?

    Cullen Investment Group's CRD number is 18266. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cullen Investment Group manage?

    Cullen Investment Group manages approximately 1,499 client accounts according to its latest SEC filing.

    Is Cullen Investment Group SEC registered?

    Yes, Cullen Investment Group is registered with the SEC as an investment adviser with an approved registration status.

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