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CULLEN INVESTMENT GROUP

LAFAYETTE, LA · CRD 18266 · IAPD ↗ · cullenonline.com · 337-237-8000

$910.0MRegulatory AUM
5Advisory reps
11Employees
9Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
April 2026 — CULLEN INVESTMENT GROUP now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
August 2025 — CULLEN INVESTMENT GROUP notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — CULLEN ASSET MANAGEMENT is now doing business as CULLEN INVESTMENT GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.