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| Keyboard |
| Mullins Investment Services LLC
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|---|---|
| CRD # | 155899 |
| SEC # | 801-129622 |
| CIK # | |
| AUM | 128.4 M (2025-10-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 540-317-5372 |
| Address | 131 W Davis Street Culpeper, VA 22701 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 49.4 |
| (b) Individuals (high net worth individuals) | 41 | 77.4 |
| (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 | 0 | 1.3 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 128.4 |
| By Discretionary | ||
| Discretionary | 485 | 125.7 |
| Non-Discretionary | 15 | 2.7 |
| Total | 500 | 128.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.4 | |
| Total | 500 | 128.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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HOLM & Cawley Financial Group LLC
✚
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NV | 128.8 M |
|
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Pelican Investment Advisors LLC
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Kurtin Financial Advisers LLC
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BHK Securities LLC
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AL | 128.4 M |
|
Octant Quantitative Investment Management LLC
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UT | 128.2 M |
|
Bright Advisors LLC
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CO | 128.2 M |
|
Networth Financial Services LLC
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GA | 128.1 M |