Cullinan Associates Inc.

Cullinan Associates Inc. (CRD# 108340) is a financial advisory firm headquartered in Louisville, KY. They manage $1,186,583,976 in 980 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,187
    MILLION
  • Total Number of Accounts
    980
    ACCOUNTS
  • Average Account Value
    $1,210,800
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Cullinan Associates Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Justin T. Ferguson
CRD#: 5382345
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207
96
Wealthminder
score

Justin Ferguson (CRD# 5382345) is an Investment Advisor Representative working at Cullinan Associates Inc. in Louisville, KY and has over 9 years of experience in the finance industry.

2
Eric H. Bielefeld
CRD#: 2290322
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207
93
Wealthminder
score

Eric Bielefeld (CRD# 2290322) is an Investment Advisor Representative working at Cullinan Associates Inc. in Louisville, KY and has over 23 years of experience in the finance industry.

3
Brian L. Cullinan
CRD#: 1157439
295 N. Hubbards Lane, Louisville, KY 40207
93
Wealthminder
score

Brian Cullinan (CRD# 1157439) is an Investment Advisor Representative working at Cullinan Associates Inc. in Louisville, KY and has over 33 years of experience in the finance industry.

4
Royden K. Cullinan
CRD#: 1042240
295 N. Hubbards Lane, Louisville, KY 40207
93
Wealthminder
score

Royden Cullinan (CRD# 1042240) is an Investment Advisor Representative working at Cullinan Associates Inc. in Louisville, KY and has over 34 years of experience in the finance industry.

5
Michael D. Casey
CRD#: 6224951
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207
90
Wealthminder
score

Michael Casey (CRD# 6224951) is an Investment Advisor Representative working at Cullinan Associates Inc. in Louisville, KY and has 1 year of experience in the finance industry.

6
Paul E. Morlen
CRD#: 5370137
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207
90
Wealthminder
score

Paul Morlen (CRD# 5370137) is an Investment Advisor Representative working at Cullinan Associates Inc. in Louisville, KY and has 1 year of experience in the finance industry.

7
Royden K. Cullinan
CRD#: 4348043
295 N. Hubbards Lane, Louisville, KY 40207
87
Wealthminder
score

Royden Cullinan (CRD# 4348043) is an Investment Advisor Representative working at Cullinan Associates Inc. in Louisville, KY and has 1 year of experience in the finance industry.

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