Cullinan Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,335,839,266
Clients
599
Advisors
4
of 17 employees
About
Cullinan Associates provides discretionary investment management to individuals (including high‑net‑worth investors), pension and profit‑sharing plans, trusts, charitable organizations, and corporations, and offers both separately managed accounts and participation in wrap fee programs. The firm manages accounts under named strategies (DividendWriting, OverWriting, and IndexPlus) and negotiates fees, minimums, and other terms on a client‑by‑client basis.
The firm’s investment approach is focused on broadly diversified large‑cap common stocks or an S&P 500 ETF combined with systematic covered‑call option writing; all accounts utilize covered calls as a core element of implementation. Cullinan frames covered‑call writing as a risk‑management tool that can reduce downside exposure while creating the potential for shares to be called away or for positions to be closed at a loss if option buy‑backs are required.
Noteworthy distinctions include an organizational affiliation with an independent broker‑dealer (several principals are minority owners of Churchill Financial, LLC) and its role as a manager in wrap fee programs, features that are less common among peer team firms. The firm is privately principal‑owned, manages approximately $1.48 billion on a fully discretionary basis, and maintains written policies for trade rotation, block trading, and trade‑error handling to promote equitable treatment of client accounts.
Client services
Expertise
Fee options
$0 - $5,000,000: DividendWriting accounts: up to 0.65% of market value $0 - $5,000,000: OverWriting accounts: up to 0.50% of market value $0 - $5,000,000: IndexPlus accounts: up to 0.40% of market value Above $5,000,000+: Fees are negotiable
Account minimum: $500,000 for DividendWriting and OverWriting accounts; $100,000 for IndexPlus accounts Minimum fee: There is no minimum annual fee Fee-only: Annualized fees as stated above based on market value
Main office
295 N. Hubbards Lane, Suite 203
Louisville KY 40207
Advisors at this office
4
Most active in
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Also doing business as
Cullinan Associates Inc · Cullinan Associates, Inc.
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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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.
Advisors at this firm
Ben T
Series 65
Louisville, KY
Cullinan Associates, Inc.
Ben Tompkins is a financial advisor at Cullinan Associates, Inc. with a Series 65 designation and three years of industry experience. Prior to joining Cullinan Associates, he worked at Baird for one year and was involved with Chillers Microcreamery for three years. Cullinan Associates provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm specializes in broadly diversified large-cap common stocks and systematic covered-call option writing as a core element of its investment approach.
Michael C
CFA®
Louisville, KY
Cullinan Associates, Inc.
Michael Casey is a CFA® charterholder with 12 years of industry experience. He has been with Cullinan Associates, Inc. since 2013. Cullinan Associates provides discretionary portfolio management to individuals, high-net-worth investors, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm focuses on broadly diversified large-cap common stocks combined with covered call option writing, managing all accounts on a fully discretionary basis.
Royden C
Louisville, KY
Cullinan Associates, Inc.
Royden Cullinan is a financial advisor with Cullinan Associates, Inc. in Louisville, KY, holding 36 years of industry experience. He has been with Cullinan Associates since 1990. Cullinan Associates provides discretionary portfolio management to individuals, high-net-worth investors, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm focuses on broadly diversified large-cap common stocks combined with covered call option writing, managing all accounts on a fully discretionary basis.
Eric B
Series 63, Series 65
Louisville, KY
Cullinan Associates, Inc.
Eric Bielefeld is a financial advisor at Cullinan Associates, Inc. in Louisville, KY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cullinan Associates since 2010. Outside of his advisory role, he serves as an unpaid board member of Lock Doctor, LLC, a locksmith company. Cullinan Associates provides discretionary portfolio management to individuals, high-net-worth investors, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm focuses on broadly diversified large-cap stocks combined with covered call option writing and manages accounts on a fully discretionary basis.
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