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- Custodian
- Broadridge · Charles Schwab & Company · Interactive Brokers · JP Morgan · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2000
- Office Locations
- 1
Office Locations
About Cullen Capital Management, LLC
Cullen Capital Management, LLC manages equity portfolios for retail and institutional investors using a long-term, fundamentally driven value approach focused on low P/E, dividend-paying stocks. Portfolios are typically concentrated (about 30–45 names), emphasizing U.S. large caps in its flagship High Dividend Value strategy, with selective ADR exposure and a developed-markets International High Dividend Value ADR option. The firm has followed this high-dividend value discipline since 1983.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 27, 2026, reported AUM increased 27.4%, from $9.1B to $11.6B.
Across 5 reported observations, AUM increased 26.4% between November 7, 2022 and March 27, 2026, from $9.2B to $11.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 17 advisory representatives and 8,449 clients, or 497 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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Owner & Executives
JAMES PATRICK CULLEN
Chairman, Chief Executive Officer, Owner
- CRD
- #58395
- Ownership
- 75% or more
BROOKS HEMINGWAY CULLEN
EXECUTIVE DIRECTOR, President, VICE CHAIRMAN
- CRD
- --
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,577,260,992 | $1,375,135 |
| Non-Discretionary | $0 | -- |
| Total | $11,577,260,992 | $1,375,135 |
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Separately Managed Accounts
SMA allocation detail is available
Cullen Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cullen Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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