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CULLINAN ASSOCIATES, INC.
CRD 108340 · SEC 801-35801
295 N. HUBBARDS LANE, SUITE 203, LOUISVILLE, KY, 40207, United States
Phone
502-893-0300
Fax
502-893-0325
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.48B
Discretionary AUM
$1.48B
Team
17 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 306 | $163.3M |
| High net worth individuals | 293 | $1.17B |
| Pension/profit sharing plans | 3 | $6.8M |
| Charitable organizations | 11 | $50.7M |
| Corporations/business entities | 19 | $88.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD