Cullinan Associates Inc (Louisville)

Name: Cullinan Associates Inc
Address: 295 N. Hubbards Lane, Louisville, KY, 40207
Telephone: 502-893-0300

Cullinan Associates Inc is a large advisory firm based in Louisville. It manages $1.26 billion of regulatory assets for 806 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Cullinan Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cullinan Associates: assets under management

The assets under management (AUM) of Cullinan Associates Inc is $1.26 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 323% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.26 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.56 million each.

Cullinan Associates has custody of $232.68 million in cash and securities for 89 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is derivatives, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cullinan Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cullinan Associates serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Cullinan Associates is high net worth individuals with 266 clients and $969.61 million of assets under management. Among the 6 most similar advisory firms, Cullinan Associates has the 3rd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.26 billion for 806 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Cullinan Associates doesn't advise any private funds.

Careers at Cullinan Associates Inc

The company employs 17 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Lewis Cullinan	Principal and chief compliance officer	1 Nov 1989	25% - 50%	1157439
Royden Keith Cullinan	Principal	1 Nov 1989	25% - 50%	1042240
Royden Keith Cullinan	President and principal	1 Jan 1990	25% - 50%	4348043

Based in Louisville

The principal office where Cullinan Associates Inc performs its advisory services is located at 295 N. Hubbards Lane, Louisville, KY 40207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 502-893-0300 or by fax 502-893-0325. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at cullinan.com.