Data / Investment advisers / Louisiana / Cullen Investment Group
Cullen Investment Group, Lafayette, LA: $910 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cullen Investment Group is an SEC registered investment adviser with its main office in Lafayette, Louisiana and reports $910 million in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 18266
- SEC file number
- 801-61265
- SEC status
- Approved, effective July 9, 2002
- Legal name
- Cullen Investment Group, LTD.
- Main office
- 1404 S. College Rd., Lafayette, LA 70503
- Phone
- (337) 237-8000
- Website
- cullenonline.com
- Regulatory AUM
- $909,951,360 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $909,951,360
- Accounts
- 1,499
- Employees
- 11, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 236 | $783.6 million |
| Individuals (other than high net worth individuals) | 369 | $89.6 million |
| Charitable organizations | 6 | $33.9 million |
| Corporations or other businesses | Fewer than 5 | $2.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $910 million | March 24, 2026 |
| December 1, 2025 | $795.5 million | July 10, 2025 |
Other advisers in Louisiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| St. Denis J. Villere & Co., LLC | New Orleans | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Second Line Capital, LLC | Metairie | $1.32 billion | Not listed | adviserinfo.sec.gov |
| Advantage Capital | New Orleans | $1.29 billion | 16 | adviserinfo.sec.gov |
| FPL Capital Management, LLC | Metairie | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Longuevue Management Company LLC | Metairie | $1.01 billion | 4 | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | $876.3 million | Not listed | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | $836.6 million | 29 | adviserinfo.sec.gov |
| Black Bay Partners, LLC | New Orleans | $830.1 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisiana
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cullen Investment Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.