CULLEN INVESTMENT GROUP
SEC RegisteredThe Investment Alternative
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.
Areas of expertise
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.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 369 | $90M |
| High Net Worth Individuals | 236 | $784M |
| State/Municipal Entities | 6 | — |
9 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.