Cullinan Associates, Inc.

Cullinan Associates, Inc. (CRD# 108340) is a financial advisory firm headquartered in Louisville, KY. They manage $1,497,946,000 in 819 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,498
    MILLION
  • Total Number of Accounts
    819
    ACCOUNTS
  • Average Account Value
    $1,828,994
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, WY

Financial Advisors at Cullinan Associates, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Eric H. Bielefeld
CRD#: 2290322
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207

Eric Bielefeld (CRD# 2290322) is an Investment Advisor Representative working at Cullinan Associates, Inc. in Louisville, KY and has over 27 years of experience in the finance industry.

2
Michael D. Casey
CRD#: 6224951
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207

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.

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

Brian Cullinan (CRD# 1157439) is an Investment Advisor Representative working at Cullinan Associates, Inc. in Louisville, KY and has over 37 years of experience in the finance industry.

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

Royden Cullinan (CRD# 1042240) is an Investment Advisor Representative working at Cullinan Associates, Inc. in Louisville, KY and has over 38 years of experience in the finance industry.

5
Royden K. Cullinan
CRD#: 4348043
295 N. Hubbards Lane, Louisville, KY 40207

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.

6
Justin T. Ferguson
CRD#: 5382345
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207

Justin Ferguson (CRD# 5382345) is an Investment Advisor Representative working at Cullinan Associates, Inc. in Louisville, KY and has over 13 years of experience in the finance industry.

7
Paul E. Morlen
CRD#: 5370137
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207

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.

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