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, high‑net‑worth clients, trusts, estates, charitable organizations, and employer‑sponsored retirement plans. The firm’s Form ADV reports roughly $910 million in discretionary assets under management and several hundred client relationships, and it bills advisory fees on a percentage‑of‑AUM basis.
The firm follows a fundamentally driven, value‑oriented investment approach anchored by its “Basic Value Strategy,” which constructs concentrated portfolios of roughly 20–30 companies with low turnover and typical equity holding periods of three to five years. For retirement clients Cullen uses a defined “Bucket Approach” that maintains several years of conservative liquidity (money market funds, CDs, ultra‑short bond funds) for withdrawals while allocating growth assets to the value strategy, and it employs laddering and tax‑aware selections in its cash management work.
Noteworthy aspects disclosed in the brochure include Cullen’s recent acquisition by Aspen Standard Group, LLC (effective October 1, 2026) and its place within a group of affiliated registered advisers ultimately connected to Alpine Investors, a structure the firm identifies as a potential source of competing demands for investment opportunities. The brochure also shows the firm’s scope is primarily portfolio management and 401(k) consulting rather than comprehensive financial planning, and it uses Raymond James as its institutional custodian and executing broker while leaving proxy voting to clients.
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: Fee-only independent registered investment adviser; fees charged as a percentage of AUM or flat annual fees; no commissions accepted.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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 with Cullen Investment Group in Lafayette, LA, holding a Series 66 credential and 12 years of industry experience. She has been with Cullen Investment Group since 2013. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm follows a fundamentally driven, value-oriented investment approach centered on its “Basic Value Strategy,” which builds concentrated portfolios with low turnover and uses a defined “Bucket Approach” for retirement clients.
James H
Series 65
Lafayette, LA
Cullen Investment Group
James Hammond is a Series 65–licensed financial advisor with Cullen Investment Group in Lafayette, LA, where he has worked since 2023. He has two years of industry experience and previously held roles at Billy's Boudin Production Inc. and Louisiana Tech. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a fundamentally driven, value-oriented investment approach with concentrated portfolios and a defined “Bucket Approach” for retirement clients.
David B
Series 63, Series 65
Lafayette, LA
Cullen Investment Group
David Bordes is a financial advisor at Cullen Investment Group with 50 years of industry experience. He has been with Cullen Investment Group since 1986 and holds Series 63 and Series 65 designations. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm follows a fundamentally driven, value-oriented investment approach centered on its “Basic Value Strategy,” which builds concentrated portfolios with low turnover and multi-year holding periods.
Michael D
CFP®, CFA®, Series 63, Series 66
Lafayette, LA
Cullen Investment Group
Michael Doise is a CFP® and CFA® credentialed advisor with seven years of industry experience. He is currently with Cullen Investment Group and has prior work history 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, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a fundamentally driven, value-oriented investment approach focused on concentrated portfolios and utilizes a defined “Bucket Approach” for retirement clients.
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 at Cullen Investment Group since 2003. He also operates Stephen L. Nickel, APLC, which has been active since 2000. His practice is based in Lafayette, Louisiana. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm follows a fundamentally driven, value-oriented investment approach centered on concentrated portfolios and employs a defined strategy for retirement clients that balances conservative liquidity with growth assets.
Anne G
CFP®, Series 65
Broussard, LA
Cullen Investment Group
Anne Gaiennie is a CFP® and Series 65 licensed advisor with 16 years of industry experience. She is currently with Cullen Investment Group, a team-based firm in Broussard, LA, and has been self-employed since 2004. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a fundamentally driven, value-oriented investment approach centered on a concentrated portfolio strategy and uses a defined “Bucket Approach” for retirement clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)