# Cullen Investment Group

> Cullen Investment Group is an SEC-registered investment advisory firm in Lafayette, LA, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 18266
- Filed as: CULLEN INVESTMENT GROUP
- Legal name: Cullen Investment Group, Ltd.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lafayette, LA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/18266
- AdvisorCensus page: https://advisorcensus.com/firm/cullen-investment-group-lafayette-la-18266

## Quick answers

**How is Cullen Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Cullen Investment Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cullen Investment Group located?**
Cullen Investment Group's principal office is in Lafayette, LA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Cullen Investment Group registered with the SEC or a state?**
Cullen Investment Group is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 18266.

**How much does Cullen Investment Group manage?**
Cullen Investment Group reports $909,951,360 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Cullen Investment Group's assets and staff changed since 2021?**
In the Form ADV data for Cullen Investment Group: Regulatory assets under management: $542,619,293 in the October 2021 data and $909,951,360 in the October 2026 data, up 68%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cullen Investment Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (369); high net worth individuals (236); charitable organizations (6).

**Which custodians does Cullen Investment Group use?**
Cullen Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cullen Investment Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/18266

**What changed in Cullen Investment Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $795,470,355 to $909,951,360 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $909,951,360
- Discretionary: $909,951,360
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 369 | $89,593,167 |
| High net worth individuals | 236 | $783,596,639 |
| Charitable organizations | 6 | $33,872,967 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,888,587 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Crowley, LA

### Websites listed on Form ADV (Item 1.I)
- cullenonline.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $542,619,293 | 6 | March 22, 2021 |
| October 2022 | $595,527,206 | 5 | March 9, 2022 |
| October 2023 | $552,378,096 | 5 | March 9, 2023 |
| October 2024 | $675,404,152 | 7 | March 15, 2024 |
| October 2025 | $795,470,355 | 9 | July 10, 2025 |
| October 2026 | $909,951,360 | 11 | March 24, 2026 |

Regulatory assets under management: $542,619,293 in the October 2021 data and $909,951,360 in the October 2026 data, up 68%.
Total employees: 6 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $795,470,355 to $909,951,360 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cullen Investment Group (CRD 18266): Form ADV filing data as of October 2026.