AdFi
CI

Cullen Investment Group

SEC Registered

The Investment Alternative

Assets Under Management
$500M–$1B
Year Founded
1986
Office Locations
2 offices
Total Accounts
1499

About the firm

Cullen Investment Group, Ltd. is a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) located in Lafayette, Louisiana. Established in 1986 as Lafayette's only locally owned and operated full service brokerage firm, Cullen occupies a special place in the financial community of south Louisiana. Using a disciplined value approach, their customized portfolios are designed to grow and conserve client wealth.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Areas of expertise

Registered Investment AdvisorValue InvestingCustomized PortfoliosWealth ManagementIndependent ResearchFull Service Brokerage

Services

Cullen Investment Group offers a full range of investment services, including customized portfolios designed to grow and conserve client wealth, using a disciplined value approach and screening of a wide array of outside research.

Leadership

David Cullen Bordes
PRESIDENT, FINOP, CHIEF COMPLIANCE OFFICER, SUPERVISORY PRINCIPAL OF BRANCH OFFICES

Office locations

2 offices in 1 state
LA
LafayetteHQ
LA
Crowley

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#18266
SEC Number
801-61265
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM

Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cullen Investment Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Cullen Investment Group in Lafayette, LA - Fees & Services