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| TULL Financial Group Inc
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|---|---|
| CRD # | 112235 |
| SEC # | 801-61759 |
| CIK # | 0001769060 |
| AUM | 367.1 M (2026-03-18) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 757-436-1122 |
| Address | 555 Belaire Avenue Chesapeake, VA 23320-5205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.1 | ||
| Norfolk Southern Corp | 1.0 | ||
| Apple Inc | 0.9 | ||
| Microsoft Corp | 0.6 | ||
| Tesla Motors Inc | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| Alphabet Inc | 0.3 | ||
| Procter & Gamble Co | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 91.1 |
| (b) Individuals (high net worth individuals) | 111 | 264.5 |
| (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 | 2 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,000 | 367.1 |
| By Discretionary | ||
| Discretionary | 982 | 364.0 |
| Non-Discretionary | 18 | 3.1 |
| Total | 1,000 | 367.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.1 | |
| Total | 1,000 | 367.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001769060] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Retail, Research |
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