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| Cullen Investment Group Ltd
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|---|---|
| CRD # | 18266 |
| SEC # | 801-61265 |
| CIK # | 0000797203 |
| AUM | $910.0 M (2026-03-24) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 337-237-8000 |
| Address | 1404 S College Rd Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000797203 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 53.5 | ||
| Alphabet Inc | 39.6 | ||
| Microsoft Corp | 32.0 | ||
| Wal Mart Stores Inc | 31.6 | ||
| J P Morgan Chase & Co | 29.2 | ||
| Nvidia Corp | 21.5 | ||
| Broadcom Inc | 21.0 | ||
| Eaton Corp Ltd | 20.9 | ||
| Amazon Com Inc | 19.2 | ||
| Philip Morris International Inc | 17.3 | ||
| Corning Inc /NY | 17.1 | ||
| Merck & Co Inc | 14.3 | ||
| Applied Materials Inc /DE | 14.0 | ||
| Lilly Eli & Co | 14.0 | ||
| Deere & Co | 13.5 | ||
| Analog Devices Inc | 13.4 | ||
| Facebook Inc | 11.4 | ||
| Visa Inc | 11.0 | ||
| Tyco International Ltd /Ber/ | 10.7 | ||
| General Dynamics Corp | 10.6 | ||
| Cummins Inc | 9.9 | ||
| Schwab Charles Corp | 9.8 | ||
| Medtronic Holdings Ltd | 9.7 | ||
| Wells Fargo & Co/MN | 9.6 | ||
| Enterprise Products Partners L P | 9.4 | ||
| Caterpillar Inc | 9.1 | ||
| Novartis AG | 8.7 | ||
| Priceline Com Inc | 8.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 89.6 |
| (b) Individuals (high net worth individuals) | 236 | 783.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 33.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,499 | 910.0 |
| By Discretionary | ||
| Discretionary | 1,499 | 910.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,499 | 910.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 908.1 | |
| Total | 1,499 | 910.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000797203] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horst & Graben Wealth Management LLC
✚
|
OR | 0.9 |
|
White Lighthouse Investment Management Inc
✚
|
0.9 | |
|
Rainey & Randall Wealth Advisors Inc
✚
|
FL | 0.9 |
|
McMillan Office Inc
✚
|
MI | 0.9 |
|
Partners in Financial Planning LLC
✚
|
VA | 0.9 |
|
South Street Advisors LLC
✚
|
NY | 0.9 |
|
Studio Investment Management LLC
✚
|
IL | 0.9 |
|
93 Financial Group LLC
✚
|
MA | 0.9 |
|
Asset Management Group Inc
✚
|
CT | 0.9 |
|
Tranquility Partners LLC
✚
|
TN | 0.9 |