Culpepper Group LLC

RIASEC Registered
Total AUM
$20M
Discretionary
$5M
25% of AUM
Avg account
$5M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
148909
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

Culpepper Group LLC is an individually owned limited liability company operating as an institutional registered investment adviser. Filings identify an institutional client base and a fee model that combines a percentage-of-AUM component with fixed fees. The firm lists pension consulting services among its advisory activities but is not designated as a pension consultant in the same dataset. Culpepper Group LLC does not position itself as a capital allocator, does not report active ESG investing, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • John Gepfert

    John Gepfert

    CEOCRD 2794125

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth