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, 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.
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.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, LA
| 50
| |
Lafayette, LA
| 7
| |
Lafayette, LA
| 12
| |
Broussard, LA
| 16
| |
Lafayette, LA
| 2
| |
Lafayette, LA
| 25
|
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