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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-21-1987
- Office Locations
- 1
Office Locations
About Cullen Investment Group, Ltd.
Cullen Investment Group, Ltd. is an SEC-registered RIA in Lafayette, Louisiana, with roots as a locally owned full-service brokerage serving south Louisiana since 1986. The firm builds customized, value-disciplined portfolios—often implemented with ETFs—to grow and conserve client wealth, paired with high-touch planning (financial and estate planning, insurance, and retirement plan support). Custody includes Raymond James.
Reported data analysis
What the numbers show
Between July 10, 2025 and March 24, 2026, reported AUM increased 14.4%, from $795.5M to $910.0M.
Across 5 reported observations, AUM increased 52.8% between March 9, 2022 and March 24, 2026, from $595.5M to $910.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 620 clients, or 124 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 39 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DAVID CULLEN BORDES
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #817884
- Ownership
- 50% but less than 75%
STEPHEN LLOYD NICKEL
Investment Advisor Representative, VICE PRESIDENT
- CRD
- #4305828
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
MICHAEL JOSEPH DOISE
Advisor
- CRD
- #5407123
KATELYN JANE DUBUC
Investment Advisor
- CRD
- #6271197
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $909,951,360 | $607,039 |
| Non-Discretionary | $0 | -- |
| Total | $909,951,360 | $607,039 |
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Separately Managed Accounts
SMA allocation detail is available
Cullen Investment Group, Ltd. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cullen Investment Group, Ltd.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.