CULLINAN ASSOCIATES, INC.
Adviser information for CULLINAN ASSOCIATES, INC. last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kentucky, United States |
Employees
| Total Number of Employees | 18 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 943 | $1.9B |
| Non-Discretionary | 0 | $0 |
| Total | 943 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 447 | $228.0M |
| HNW Individuals | 439 | $1.5B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $6.3M |
| Charitable organizations | 30 | $67.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 23 | $100.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 1.2B |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| PRIVATE ADVISOR NETWORK | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC |
| IMS | MORGAN STANLEY |
| CSM | ROBERT W. BAIRD & CO. INCORPORATED |
| MANAGED ACCOUNTS CONSULTING | UBS SECURITIES LLC |
| SAN | FIAM LLC |
| HORIZON | STIFEL, NICOLAUS & COMPANY, INCORPORATED |
| MANAGED ACCOUNTS PROGRAM | STEPHENS |
| ADVISER'S PROGRAM | JANNEY MONTGOMERY SCOTT LLC |
| MANAGED ACCOUNTS PROGRAM | RBC CAPITAL MARKETS, LLC |
| MS | LPL FINANCIAL LLC |
| MAS | LPL FINANCIAL LLC |
| MARKETPLACE | CHARLES SCHWAB & CO., INC. |
Principal Office
295 N. HUBBARDS LANESUITE 203
LOUISVILLE
KY
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: 502-893-0300, Fax: 502-893-0325
Websites
Chief Compliance Officer
BRIAN L. CULLINAN
PRINCIPAL
295 N. HUBBARDS LANE
SUITE 203
LOUISVILLE
KY
United States
Tel:
502-893-0300
Fax:
502-893-0325
B********@***********M
(Full email address available in API data)
Regulatory Contact
ROYDEN K. CULLINAN
PRINCIPAL
295 N. HUBBARDS LANE
SUITE 203
LOUISVILLE
KY
United States
Tel:
502-893-0300
Fax:
502-893-0325
R********@***********M
(Full email address available in API data)
Industry Affiliates
| CHURCHILL FINANCIAL, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CULLINAN, BRIAN, LEWIS | Individual | – | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 11/1989 | 25-50% |
| CULLINAN, ROYDEN, KEITH | Individual | – | PRINCIPAL | 11/1989 | 25-50% |
| CULLINAN, ROYDEN, KEITH | Individual | – | PRESIDENT AND PRINCIPAL | 01/1990 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
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| Energy Transfer LP | COM | 200K | 12K | – |
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| GE Aerospace | COM | 2M | 11K | – |
| GE HealthCare Technologies Inc | COM | 274K | 4K | – |
| GE Vernova Inc | COM | 455K | 3K | – |
| General Dynamics | COM | 748K | 3K | – |
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| Gilead Sciences | COM | 8M | 115K | – |
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| Hims and Hers Health | COM | 2M | 75K | – |
| Home Depot | COM | 10M | 30K | – |
| Honeywell | COM | 2M | 9K | – |
| Humana | COM | 570K | 2K | – |
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| Kimberly-Clark | COM | 767K | 6K | – |
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| Marathon Petroleum Corp | COM | 545K | 3K | – |
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