Cullen Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$873,189,806
Clients
605
Advisors
6
of 11 employees
About
Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and employer‑sponsored retirement plans. As of December 31, 2024 the firm reported approximately $909.95 million in discretionary assets under management and serves roughly 605 client relationships.
The firm’s investment approach emphasizes fundamental, value‑oriented analysis implemented through its Basic Value Strategy, which typically constructs concentrated portfolios of about 20–30 companies with long holding periods and very low turnover to limit costs and tax impacts. For retirement clients it employs a Bucket Approach that maintains 3–5 years of anticipated withdrawals in cash equivalents and laddered short‑term fixed income while allocating remaining assets to long‑term growth positions.
Operational features noted in the brochure include a long operating history that formerly included broker‑dealer registration, use of Raymond James’ institutional custody and trading platform (and the associated disclosure of platform benefits and potential conflicts), and an explicit firm policy that it does not vote client proxies. The firm also documents referrals to attorneys and other service providers while stating it has no material affiliations or referral compensation, and it provides annual on‑site employee education as part of its 401(k) consulting services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $20,000,000: 0.50% annually $20,000,001+: Negotiable
Account minimum: $500,000 Fee-only: Investment Management Services fees based on percentage of AUM with tiered schedule; Cash Management Services fee is 0.25% annually; 401(k) Plan Consulting Services fee is 0.25% annually
Main office
1404 South College Rd.
Lafayette LA 70503
Advisors at this office
6
Most active in
Louisiana · North Carolina · Texas
Also doing business as
Cornerstone Investment Group · Cornerstone Investment Group, Ltd · Cullen Asset Management · Cullen Investment Group · Cullen Investment Group, Ltd. · Cullen Securities · Dcb Investment Securities
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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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.
Advisors at this firm
Katelyn D
Series 66
Lafayette, LA
Cullen Investment Group
Katelyn Dubuc is a financial advisor at Cullen Investment Group with 11 years of industry experience. She holds the Series 66 designation and has been with Cullen Investment Group since 2013. Cullen Investment Group is a team of six advisors managing about $795 million in discretionary client assets. The firm provides portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors, employing a fundamentally driven, value-oriented investment approach combined with a Bucket Approach to Retirement.
James H
Series 65
Lafayette, LA
Cullen Investment Group
James Hammond is a financial advisor at Cullen Investment Group in Lafayette, LA, holding a Series 65 designation with two years of industry experience. Prior to joining Cullen Investment Group in 2023, he worked at Billy's Boudin Production Inc. and held multiple roles at Louisiana Tech and Louisiana State University. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a fundamental, value-oriented investment approach and serves a broad client base with approximately $909.95 million in discretionary assets under management.
David B
Series 63, Series 65
Lafayette, LA
Cullen Investment Group
David Bordes is a financial advisor with Cullen Investment Group in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Cullen Investment Group since 1986. Cullen Investment Group offers discretionary portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and a Bucket Approach to Retirement, managing approximately $795 million in discretionary client assets across about 545 client relationships.
Michael D
CFP®, CFA®, Series 63, Series 66
Lafayette, LA
Cullen Investment Group
Michael Doise is a CFP® and CFA® with seven years of industry experience. He is currently with Cullen Investment Group, where he has worked since 2023. His prior roles include positions at Robertson Capital, Slant Energy, Robertson Midstream, and RBC Capital Markets. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes a fundamental, value-oriented investment approach, managing portfolios with low turnover to reduce costs and tax impacts.
Stephen N
CFP®, Series 63, Series 65
Lafayette, LA
Cullen Investment Group
Stephen Nickel is a CFP® with 25 years of industry experience, currently serving as an advisor at Cullen Investment Group since 2003. He also operates Stephen L. Nickel, APLC, a practice he has maintained since 2000. Cullen Investment Group manages approximately $795 million in discretionary client assets and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and uses tailored strategies including discretionary portfolio management, cash management, and 401(k) plan consulting.
Anne G
CFP®, Series 65
Broussard, LA
Cullen Investment Group
Anne Gaiennie is a CFP® with 15 years of industry experience and has been self-employed since 2004. She is an advisor at Cullen Investment Group, a team of six advisors based in Broussard, LA. Cullen Investment Group provides discretionary portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and uses a Bucket Approach to Retirement to build concentrated portfolios with low turnover.
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