Overview

Headquarters
Lafayette, LA
Total Firm Assets
$910 million
Average High-Net-Worth Client Portfolio Size
$3.3 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: CULLEN INVESTMENT GROUP - DISCLOSURE BROCHURE (FORM ADV PART 2A) (2026-03-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $5,000,000 0.75%
$5,000,001 $20,000,000 0.50%
$20,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $65,000 0.65%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
86.11%
Number of High-Net-Worth Clients
236
Total Client Accounts
1,499
Discretionary Accounts
1,499

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
18266
  • CULLEN INVESTMENT GROUP - DISCLOSURE BROCHURE (FORM ADV PART 2A) (2026-03-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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