SourcingSourcing

CULLEN INVESTMENT GROUP, LTD.

B54
CRD 18266·SEC 801-61265·LAFAYETTE, LA
AUM
$910.0M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CULLEN INVESTMENT GROUP, LTD.
CRD
18266
SEC file #
801-61265
EIN
721088646
DBA names
Cullen Investment Group

Economics

AUM
$910.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$376.6M → $910.0M▲ +142%
Client mix
Individuals Other369
Individuals High Net Worth236
Charitable Organizations6

Operations

Employees (total)
11
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
LAFAYETTE LA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
cullenonline.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BORDES, DAVID, CULLEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BORDES, DAVID, CULLEN
NICKEL, STEPHEN, LLOYD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CULLENONLINE.COM
Rdap Domain Creation Date
2000-06-12T23:08:13Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000797203
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2002-11-27
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0000797203-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3006
Soi Zip Pct 200k Plus
0.1245
Soi Zip Returns 200k Plus
1,570
Soi Zip Total AGI
1,543,830
Fdic Zip Total Deposits
34,042,150,000
Fdic Zip Branch Count
616
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Iberiabank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
PO BOX 53669LAFAYETTE, LA 70505-3669
Business
1404 SOUTH COLLEGE RD.LAFAYETTE, LA 70503
Edgar EIN
721088646
Edgar Recent Filings
13F-HR2026-04-09 · 0000797203-26-000002
13F-HR2026-01-12 · 0000797203-26-000001
Fdic Zip Branches Raw
Whitney National BankLafayette, LA
Whitney National BankLafayette, LA
Fdic Zip HHI
808.97
Fdic Zip Top Bank Share Pct
17.2
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-12T23:08:13Z
Rdap Domain Last Changed
2023-04-13T06:58:38Z
Rdap Nameservers
Ns89.worldnic.comNs90.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI44,419
Returns3,530
Stub 2
AGI91,635
Returns2,490
Stub 3
AGI101,899
Returns1,660
Soi Zip Total Business Income
59,882
Soi Zip Total Cap Gains
153,199
Soi Zip Total Dividends
54,975
Soi Zip Total Returns
12,610
Top Owner CRD
817884
Trust Company Affiliate
No

People (6)

6
BORDES, DAVID, CULLEN
IAR · Direct Owner · 62.5%
817884
NICKEL, STEPHEN, LLOYD
IAR · Direct Owner · 37.5%
4305828
MICHAEL JOSEPH DOISE
IAR
5407123
James David Hammond
IAR
7785314
KATELYN JANE DUBUC
IAR
6271197
ANNE CLARK GAIENNIE
IAR
5797869