TULL FINANCIAL GROUP, INC.
Firm details
- Headquarters
- CHESAPEAKE, Virginia
- CRD number
- 112235
- Registered since
- January 23, 2003
- Website
- tullfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.06%
- Individuals24.82%
- Corporations / Businesses2.91%
- Pension & Profit Sharing Plans0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tull Financial Group, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2003. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and flat-fee engagements. Tull Financial Group is not identified as an active ESG investor or a multi-state adviser. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities3%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1ROBERT TULL
President, CEOCRD 1387893
Contacts
3 of 4Philip Tull
Wealth AdvisorCRD 7009637
CATHY TULL
Managing Director, SecretaryCRD 4386024
Logan Flitton
Investment Research AssociateCRD 8242794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$293M in ETFs
36%
$106M
28%
$188M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $52.8M | 689,630 | 18.00% |
Location
CHESAPEAKE, VA
CHESAPEAKE CITY
Location
CHESAPEAKE, VA
Headquartered in CHESAPEAKE, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- CHESAPEAKE CITY
- Address
- 555 Belaire Ave
- Time zone
- ET (UTC-5)
- Office locations
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