CULLINAN ASSOCIATES, INC.

RIASEC RegisteredEst. 1990

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$2.3M

Accounts

632

Employees

17

Advisory reps

5

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

FINTRX

Overview

Cullinan Associates, Inc. is a privately owned corporate RIA that has been SEC-registered since 1990. The firm provides portfolio management for individuals, small businesses, and institutional clients and charges both percentage-of-assets and fixed-fee arrangements. Cullinan is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and is not configured as a capital allocator or pension consultant. The firm maintains an industry affiliation with a broker-dealer, and its ownership is listed as individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

2 of 2

ERIC BIELEFELD
Vice President, InvestmentsCRD 2290322
MICHAEL CASEY
Assistant Vice PresidentCRD 6224951

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 8

Active vs passive

$42M in ETFs

Passive

100%

$42M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$33.3M	51,188	79.31%

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Primary office

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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