# Culpepper Group LLC

> Culpepper Group LLC is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 148909
- Filed as: CULPEPPER GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148909
- AdvisorCensus page: https://advisorcensus.com/firm/culpepper-group-llc-148909

## Quick answers

**How is Culpepper Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Culpepper Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Culpepper Group LLC registered with the SEC or a state?**
Culpepper Group LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148909.

**How much does Culpepper Group LLC manage?**
Culpepper Group LLC reports $20,000,000 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (25% discretionary).

**What types of clients does Culpepper Group LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Culpepper Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148909

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $20,000,000
- Discretionary: $5,000,000
- Non-discretionary: $15,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $20,000,000 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Culpepper Group LLC (CRD 148909): Form ADV filing data as of October 2026.