Wealth Manager
    SEC Registered

    Cullinan Associates, Inc.

    Registered investment advisor · Louisville, Kentucky · CRD #108340

    Assets Under Management
    $1.5B
    Client Accounts
    632
    Employees
    17
    CRD Number
    108340
    Registration
    SEC Registered
    Custodian
    Ubs Securities Llc, National Financial Services Llc, Lpl Financial Llc

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

    About Cullinan Associates, Inc.

    Cullinan Associates, Inc. is an investment advisory firm based in Louisville, Kentucky, specializing in managing assets and providing advisory services to high net worth clients. The firm manages over $1.8 billion in assets.

    Fee Structure

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

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    Frequently Asked Questions

    What is Cullinan Associates, Inc.'s AUM?

    Cullinan Associates, Inc. reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cullinan Associates, Inc. headquartered?

    Cullinan Associates, Inc. is headquartered in Louisville, Kentucky.

    What is Cullinan Associates, Inc.'s CRD number?

    Cullinan Associates, Inc.'s CRD number is 108340. 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 Cullinan Associates, Inc. manage?

    Cullinan Associates, Inc. manages approximately 632 client accounts according to its latest SEC filing.

    Is Cullinan Associates, Inc. SEC registered?

    Yes, Cullinan Associates, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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