Cullen Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cullen Investment Group, LLC is a registered investment adviser that offers portfolio management and financial planning to a mix of institutional-type clients (pension and profit-sharing plans, foundations and charities) and individual/high‑net‑worth clients. Services described in the brochure span equities, mutual funds, ETFs (including leveraged and volatility ETFs), fixed income, real estate funds (REITs), commodities, options and non‑U.S. securities, with planning tools provided via Interactive Brokers and RightCapital.
The firm describes a multi‑disciplinary investment approach that uses fundamental, technical, cyclical and quantitative analysis alongside modern portfolio theory, with particular emphasis on listed ETFs, index volatility products, ETNs and option strategies. Accounts are generally managed on a discretionary basis, documented by client Investment Policy Statements, and executed through Interactive Brokers as the firm’s prime broker/custodian.
Distinctive items in the brochure include a defined options program (collars, put writes and covered calls) with stated risk controls, the firm’s practice of requiring use of a specified custodian, and an absence of an account minimum. The brochure also notes a recent organizational change in which the firm partnered to form a new entity and moved clients to that entity, and it documents training and education in its Code of Ethics and the provision of educational seminars or workshops.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.99% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.69% $5,000,001+: 0.50%
Fee-only: Fees are asset-based and calculated using the tiered schedule above; financial planning services are included in portfolio management fees.
Main office
Cincinnati OH
Advisors at this office
1
Most active in
Ohio
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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