# Tull Financial Group, Inc.

> Tull Financial Group, Inc. is an SEC-registered investment advisory firm in Chesapeake, VA, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 112235
- Filed as: TULL FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesapeake, VA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112235
- AdvisorCensus page: https://advisorcensus.com/firm/tull-financial-group-inc-chesapeake-va-112235

## Quick answers

**How is Tull Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Tull Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Tull Financial Group, Inc. located?**
Tull Financial Group, Inc.'s principal office is in Chesapeake, VA, according to its Form ADV.

**Is Tull Financial Group, Inc. registered with the SEC or a state?**
Tull Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 112235.

**How much does Tull Financial Group, Inc. manage?**
Tull Financial Group, Inc. reports $367,086,618 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary).

**How have Tull Financial Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Tull Financial Group, Inc.: Regulatory assets under management: $229,678,296 in the October 2021 data and $367,086,618 in the October 2026 data, up 60%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tull Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); high net worth individuals (111); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

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

**Does Tull Financial Group, Inc. 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/112235

**What changed in Tull Financial Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $311,673,043 to $367,086,618 (+18%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $367,086,618
- Discretionary: $364,003,112
- Non-discretionary: $3,083,506

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 181 | $91,114,911 |
| High net worth individuals | 111 | $264,531,304 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $749,536 |
| Corporations or other businesses not listed above | 1 | $10,690,867 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plus.google.com/+TULLFINANCIALGROUP
- soundcloud.com/TULLFINANCIAL
- tullfinancial.com
- vimeo.com/TULLFINANCIAL
- Facebook @TULLFINANCIAL
- Instagram @TULLFINANCIAL
- LinkedIn @TULLFINANCIAL
- Pinterest @tullfinancial
- X @TULLFINANCIAL
- YouTube @TULLFINANCIAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $229,678,296 | 7 | April 5, 2021 |
| October 2022 | $267,205,446 | 9 | March 11, 2022 |
| October 2023 | $238,856,321 | 9 | June 23, 2023 |
| October 2024 | $281,487,817 | 9 | March 14, 2024 |
| October 2025 | $311,673,043 | 9 | March 6, 2025 |
| October 2026 | $367,086,618 | 9 | March 18, 2026 |

Regulatory assets under management: $229,678,296 in the October 2021 data and $367,086,618 in the October 2026 data, up 60%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $311,673,043 to $367,086,618 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tull Financial Group, Inc. (CRD 112235): Form ADV filing data as of October 2026.