A complete list of active advisors currently associated with Cullen Investment Group

Warmer can help you find a great advisor at Cullen Investment Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cullen Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.