CULLEN ASSET MANAGEMENT
CULLEN INVESTMENT GROUP, LTD. Legal Name
Adviser information for CULLEN ASSET MANAGEMENT last updated from Form ADV on March 15th, 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 | Louisiana, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 7 |
| Registered State Investment Advisers | 5 |
| 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 | 1,190 | $675.4M |
| Non-Discretionary | 0 | $0 |
| Total | 1,190 | $675.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 325 | $87.8M |
| HNW Individuals | 157 | $547.1M |
| 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 | $5.5M |
| Charitable organizations | 7 | $33.8M |
| 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 | 6 | $1.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Broker-dealerInsurance broker or agent |
Principal Office
1404 S. COLLEGE RD.LAFAYETTE
LA
United States
Monday - Friday, 8:00 A.M.-5:00 P.M.
Tel: 337-237-8000, Fax: 3372378057
Websites
Chief Compliance Officer
DAVID C. BORDES
PRESIDENT
1404 S. COLLEGE RD.
LAFAYETTE
LA
United States
Tel:
337-237-8000
Fax:
337-237-8057
C*****@***************M
(Full email address available in API data)
Regulatory Contact
STEPHEN L. NICKEL
VICE PRESIDENT
1404 S. COLLEGE RD.
LAFAYETTE
LA
United States
Tel:
3372378000
S******@***************M
(Full email address available in API data)
Industry Affiliates
| ANNE GAIENNIE | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BORDES, DAVID CULLEN | Individual | – | PRESIDENT, FINOP, CHIEF COMPLIANCE OFFICER, SUPERVISORY PRINCIPAL OF BRANCH OFFICES | 10/1986 | 50-75% |
| NICKEL, STEPHEN LLOYD | Individual | – | VICE PRESIDENT AND DIRECT OWNER | 01/2017 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 1st, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | Equities | 383K | 4K | – |
| ABBVIE INCORPORATED | Equities | 2M | 13K | – |
| ADAM NAT RES FD INCORPORATED | Equities | 653K | 28K | – |
| ADVANCED MICRO DEVICES INCORPORATED | Equities | 3M | 17K | – |
| AIR PRODUCTS & CHEMICALS INCORPORATED | Equities | 5M | 19K | – |
| ALLSTATE CORPORATION | Equities | 2M | 15K | – |
| ALPHABET INCORPORATED CAP STK CLASS A | Equities | 2M | 13K | – |
| ALPHABET INCORPORATED CAP STK CLASS C | Equities | 18M | 100K | – |
| AMAZON COM INCORPORATED | Equities | 12M | 62K | – |
| AMERICAN EXPRESS COMPANY | Equities | 3M | 12K | – |
| AMGEN INCORPORATED | Equities | 3M | 9K | – |
| APA CORPORATION | Equities | 485K | 16K | – |
| APPLE INCORPORATED | Equities | 46M | 220K | – |
| AT&T INCORPORATED | Equities | 1M | 65K | – |
| ATLANTA BRAVES HLDGS INCORPORATED COM SER A | Equities | 219K | 5K | – |
| BANK AMERICA CORPORATION | Equities | 2M | 38K | – |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | Equities | 41M | 101K | – |
| BEST BUY INCORPORATED | Equities | 5M | 65K | – |
| BHP GROUP LIMITED SPONSORED ADS | Equities | 213K | 4K | – |
| BLACK STONE MINERALS L P COM UNIT | Equities | 222K | 14K | – |
| BLACKROCK INCORPORATED | Equities | 4M | 6K | – |
| BLACKSTONE INCORPORATED | Equities | 782K | 6K | – |
| BOEING COMPANY | Equities | 760K | 4K | – |
| BORGWARNER INCORPORATED | Equities | 290K | 9K | – |
| BP PLC SPONSORED ADR | Equities | 209K | 6K | – |
| BROADCOM INCORPORATED | Equities | 14M | 9K | – |
| CANADIAN NATL RY COMPANY | Equities | 282K | 2K | – |
| CANADIAN PACIFIC KANSAS CITY | Equities | 3M | 34K | – |
| CARRIER GLOBAL CORPORATION | Equities | 202K | 3K | – |
| CATERPILLAR INCORPORATED | Equities | 3M | 9K | – |
| CENCORA INCORPORATED | Equities | 853K | 4K | – |
| CHEVRON CORPORATION NEW | Equities | 4M | 24K | – |
| CHUBB LIMITED | Equities | 8M | 30K | – |
| CISCO SYSTEMS INCORPORATED | Equities | 5M | 101K | – |
| CLEVELAND-CLIFFS INCORPORATED NEW | Equities | 588K | 38K | – |
| CME GROUP INCORPORATED | Equities | 5M | 25K | – |
| CNH INDL N V SHS | Equities | 880K | 87K | – |
| COCA COLA COMPANY | Equities | 961K | 15K | – |
| COMCAST CORPORATION NEW CLASS A | Equities | 9M | 237K | – |
| CONOCOPHILLIPS | Equities | 382K | 3K | – |
| CONRAD INDUSTRIES INCORPORATED | Equities | 243K | 27K | – |
| CORNING INCORPORATED | Equities | 3M | 78K | – |
| COSTCO WHOLESALE CORPORATION NEW | Equities | 219K | 257 | – |
| CSX CORPORATION | Equities | 1M | 37K | – |
| CUMMINS INCORPORATED | Equities | 5M | 17K | – |
| CVS HEALTH CORPORATION | Equities | 2M | 31K | – |
| DARDEN RESTAURANTS INCORPORATED | Equities | 5M | 30K | – |
| DEERE & COMPANY | Equities | 10M | 27K | – |
| DEVON ENERGY CORPORATION NEW | Equities | 5M | 109K | – |
| DEXCOM INCORPORATED | Equities | 1M | 10K | – |
| DIAGEO PLC SPON ADR NEW | Equities | 327K | 3K | – |
| DIAMONDBACK ENERGY INCORPORATED | Equities | 2M | 9K | – |
| DISNEY WALT COMPANY | Equities | 3M | 32K | – |
| EATON CORPORATION PLC SHS | Equities | 22M | 71K | – |
| EBAY INCORPORATED. | Equities | 222K | 4K | – |
| EDWARDS LIFESCIENCES CORPORATION | Equities | 2M | 19K | – |
| ELI LILLY & COMPANY | Equities | 12M | 13K | – |
| ENBRIDGE INCORPORATED | Equities | 2M | 68K | – |
| ENERGY TRANSFER L P COM UT LTD PTN | Equities | 1M | 63K | – |
| ENTERPRISE PRODUCTS PARTNERS L P | Equities | 7M | 257K | – |
| EOG RES INCORPORATED | Equities | 242K | 2K | – |
| EXXON MOBIL CORPORATION | Equities | 6M | 56K | – |
| FIRST GTY BANCSHARES INCORPORATED | Equities | 657K | 73K | – |
| FIRST HORIZON CORPORATION | Equities | 358K | 23K | – |
| FISERV INCORPORATED | Equities | 2M | 14K | – |
| FORD MTR COMPANY DEL | Equities | 245K | 20K | – |
| FRANKLIN RESOURCES INCORPORATED | Equities | 337K | 15K | – |
| GARMIN LIMITED SHS | Equities | 5M | 32K | – |
| GE AEROSPACE COM NEW | Equities | 723K | 5K | – |
| GENERAL DYNAMICS CORPORATION | Equities | 2M | 5K | – |
| GILEAD SCIENCES INCORPORATED | Equities | 1M | 17K | – |
| GREENBRIER COMPANIES INCORPORATED | Equities | 959K | 19K | – |
| HALLIBURTON COMPANY | Equities | 2M | 60K | – |
| HOME BANCORP INCORPORATED | Equities | 1M | 26K | – |
| HOME DEPOT INCORPORATED | Equities | 7M | 19K | – |
| HONEYWELL INTERNATIONAL INCORPORATED | Equities | 550K | 3K | – |
| HOWMET AEROSPACE INCORPORATED | Equities | 1M | 13K | – |
| I3 VERTICALS INCORPORATED COM CLASS A | Equities | 1M | 59K | – |
| ICON PLC SHS | Equities | 2M | 5K | – |
| ILLINOIS TOOL WKS INCORPORATED | Equities | 353K | 1K | – |
| INTEL CORPORATION | Equities | 374K | 12K | – |
| INTERCONTINENTAL EXCHANGE INCORPORATED | Equities | 2M | 13K | – |
| INTERNATIONAL BUSINESS MACHINES | Equities | 672K | 4K | – |
| IQVIA HLDGS INCORPORATED | Equities | 4M | 20K | – |
| IRIDIUM COMMUNICATIONS INCORPORATED | Equities | 928K | 35K | – |
| ISHARES TR CORE S&P TTL STK | Equities | 575K | 5K | – |
| ISHARES TR CORE S&P500 ETF | Equities | 212K | 388 | – |
| JOHNSON & JOHNSON | Equities | 10M | 68K | – |
| JOHNSON CONTROLS INTERNATIONAL PLC SHS | Equities | 5M | 79K | – |
| JPMORGAN CHASE & COMPANY. | Equities | 20M | 101K | – |
| KEURIG DR PEPPER INCORPORATED | Equities | 634K | 19K | – |
| KIMBERLY-CLARK CORPORATION | Equities | 643K | 5K | – |
| KINDER MORGAN INCORPORATED DEL | Equities | 1M | 52K | – |
| L3HARRIS TECHNOLOGIES INCORPORATED | Equities | 2M | 8K | – |
| LAUDER ESTEE COMPANIES INCORPORATED CLASS A | Equities | 920K | 9K | – |
| LIBERTY LATIN AMERICA LIMITED COM CLASS A | Equities | 115K | 12K | – |
| LIBERTY LATIN AMERICA LIMITED COM CLASS C | Equities | 165K | 17K | – |
| LOCKHEED MARTIN CORPORATION | Equities | 400K | 856 | – |
| LOWES COMPANIES INCORPORATED | Equities | 6M | 27K | – |
| MARATHON PETE CORPORATION | Equities | 9M | 51K | – |
| MASTERCARD INCORPORATED CLASS A | Equities | 4M | 9K | – |
| MCCORMICK & COMPANY INCORPORATED COM NON VTG | Equities | 5M | 76K | – |
| MCDONALDS CORPORATION | Equities | 529K | 2K | – |
| MCKESSON CORPORATION | Equities | 461K | 789 | – |
| MEDTRONIC PLC SHS | Equities | 6M | 73K | – |
| MERCK & COMPANY INCORPORATED | Equities | 12M | 93K | – |
| META PLATFORMS INCORPORATED CLASS A | Equities | 4M | 9K | – |
| MICROCHIP TECHNOLOGY INCORPORATED. | Equities | 267K | 3K | – |
| MICROSOFT CORPORATION | Equities | 39M | 88K | – |
| MONDELEZ INTERNATIONAL INCORPORATED CLASS A | Equities | 1M | 18K | – |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | Equities | 8M | 22K | – |
| NATHANS FAMOUS INCORPORATED NEW | Equities | 700K | 10K | – |
| NATIONAL FUEL GAS COMPANY | Equities | 2M | 30K | – |
| NESTLE S A SPONSORED ADR | Equities | 871K | 9K | – |
| NEW YORK CMNTY BANCORP INCORPORATED | Equities | 106K | 33K | – |
| NEXTERA ENERGY INCORPORATED | Equities | 889K | 13K | – |
| NORFOLK SOUTHN CORPORATION | Equities | 255K | 1K | – |
| NOVARTIS AG SPONSORED ADR | Equities | 623K | 6K | – |
| NVIDIA CORPORATION | Equities | 13M | 107K | – |
| NXP SEMICONDUCTORS N V | Equities | 2M | 9K | – |
| OCCIDENTAL PETE CORPORATION | Equities | 1M | 17K | – |
| ONEOK INCORPORATED NEW | Equities | 1M | 14K | – |
| ORACLE CORPORATION | Equities | 202K | 1K | – |
| OREILLY AUTOMOTIVE INCORPORATED | Equities | 1M | 1K | – |
| PARAMOUNT GLOBAL CLASS B COM | Equities | 812K | 78K | – |
| PAYPAL HLDGS INCORPORATED | Equities | 437K | 8K | – |
| PEPSICO INCORPORATED | Equities | 6M | 39K | – |
| PFIZER INCORPORATED | Equities | 1M | 42K | – |
| PHILLIPS 66 | Equities | 235K | 2K | – |
| POOL CORPORATION | Equities | 4M | 13K | – |
| PRICE T ROWE GROUP INCORPORATED | Equities | 1M | 10K | – |
| PROCTER AND GAMBLE COMPANY | Equities | 5M | 31K | – |
| PROGRESSIVE CORPORATION | Equities | 2M | 10K | – |
| PUBLIC SVC ENTERPRISE GRP INCORPORATED | Equities | 696K | 9K | – |
| QUALCOMM INCORPORATED | Equities | 2M | 11K | – |
| RAYMOND JAMES FINL INCORPORATED | Equities | 4M | 29K | – |
| REPUBLIC SVCS INCORPORATED | Equities | 1M | 7K | – |
| RESTAURANT BRANDS INTERNATIONAL INCORPORATED | Equities | 740K | 11K | – |
| RTX CORPORATION | Equities | 976K | 10K | – |
| S&P GLOBAL INCORPORATED | Equities | 2M | 4K | – |
| SALESFORCE INCORPORATED | Equities | 5M | 19K | – |
| SCHLUMBERGER LIMITED COM STK | Equities | 476K | 10K | – |
| SCOTTS MIRACLE-GRO COMPANY CLASS A | Equities | 842K | 13K | – |
| SEI INVTS COMPANY | Equities | 290K | 4K | – |
| SHELL PLC SPON ADS | Equities | 2M | 23K | – |
| SHERWIN WILLIAMS COMPANY | Equities | 243K | 816 | – |
| SMUCKER J M COMPANY COM NEW | Equities | 855K | 8K | – |
| SOUTHERN COMPANY | Equities | 1M | 17K | – |
| ST JOE COMPANY | Equities | 306K | 6K | – |
| STARBUCKS CORPORATION | Equities | 8M | 101K | – |
| STERIS PLC SHS USD | Equities | 1M | 7K | – |
| STRYKER CORPORATION | Equities | 4M | 13K | – |
| SUNCOR ENERGY INCORPORATED NEW | Equities | 1M | 33K | – |
| TARGET CORPORATION | Equities | 1M | 8K | – |
| TESLA INCORPORATED | Equities | 680K | 3K | – |
| THOR INDUSTRIES INCORPORATED | Equities | 264K | 3K | – |
| TJX COMPANIES INCORPORATED NEW | Equities | 2M | 22K | – |
| TOPGOLF CALLAWAY BRANDS CORPORATION | Equities | 190K | 12K | – |
| TRANE TECHNOLOGIES PLC SHS | Equities | 9M | 28K | – |
| TRINITY INDUSTRIES INCORPORATED | Equities | 406K | 14K | – |
| UNION PAC CORPORATION | Equities | 11M | 48K | – |
| UNITED PARCEL SERVICE INCORPORATED CLASS B | Equities | 1M | 10K | – |
| UNITEDHEALTH GROUP INCORPORATED | Equities | 2M | 3K | – |
| VALERO ENERGY CORPORATION | Equities | 238K | 2K | – |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | Equities | 496K | 992 | – |
| VERIZON COMMUNICATIONS INCORPORATED | Equities | 6M | 156K | – |
| VISA INCORPORATED COM CLASS A | Equities | 9M | 33K | – |
| WALMART INCORPORATED | Equities | 22M | 326K | – |
| WARNER BROS DISCOVERY INCORPORATED COM SER A | Equities | 488K | 66K | – |
| WD 40 COMPANY | Equities | 474K | 2K | – |
| WELLS FARGO COMPANY NEW | Equities | 795K | 13K | – |
| WENDYS COMPANY | Equities | 772K | 45K | – |
| WESTERN UN COMPANY | Equities | 172K | 14K | – |
| WEYERHAEUSER COMPANY MTN BE COM NEW REIT | Equities | 1M | 50K | – |
| WOODWARD INCORPORATED | Equities | 227K | 1K | – |
| XYLEM INCORPORATED | Equities | 336K | 2K | – |
| YUM BRANDS INCORPORATED | Equities | 295K | 2K | – |