A complete list of active advisors currently associated with Cullinan Associates, Inc.

Warmer can help you find a great advisor at Cullinan Associates, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cullinan Associates, Inc., 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.