Cullinan Associates, Inc.
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 108340
- Registered since
- January 11, 1990
- Website
- www.cullinan.com
- Custodians
- UBS FINANCIAL SERVICES INC., LPL FINANCIAL LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.14%
- Individuals11.02%
- Corporations / Businesses5.95%
- Charitable Organizations3.42%
- Pension & Profit Sharing Plans0.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cullinan Associates, Inc. operates as an independent, SEC-registered registered investment adviser organized as a corporation and in business since 1990. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. Its advisory work centers on discretionary portfolio management for individuals and small businesses, plus separate account and institutional portfolio management. Compensation is primarily percentage-of-assets-under-management with some fixed-fee arrangements. Cullinan is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm maintains an affiliation with a broker-dealer.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Derivatives4%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Royden Cullinan
Principal and Chief Investment OfficerCRD 4348043
Brian Cullinan
Principal And Chief Compliance OfficerCRD 1157439
Royden Cullinan
CEOCRD 1042240
Contacts
3 of 3
Ben Tompkins
Portfolio Management AssociateCRD 7569419
Eric Bielefeld
Vice President, InvestmentsCRD 2290322
Michael Casey
Assistant Vice PresidentCRD 6224951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$49.6M in ETFs
100%
$49.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $38.5M | 51,583 | 77.73% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 295 N Hubbards Ln
- Time zone
- CT (UTC-6)
- Office locations
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