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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Insight north
- Established Date
- 08-21-1987
- Office Locations
- 2
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.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
--
- CRD
- #6271197
Value fusion
Quantum vector
- CRD
- #69443
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
Total SMA Asset: $909,951,360
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $863,036,289 | 12.3% |
| Cash | $947,234,952 | 13.5% |
| U.S. Government/Agency | $3,746,840,475 | 53.4% |
| Public Funds | $1,459,443,481 | 20.8% |
| Total | $7,016,555,197 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL CAPITAL PATHWAY | TIMBER HARBOR | TCZFW1PX4 | TKR | 5.68% | $46,319,658 |
| CREST FUSION | PRIME PATHWAY | L6P2RKX15 | MDQK | 9.97% | $11,032,337 |
| GLACIER CAPITAL | QUANTUM ATLAS | 3PCXQ5YJ1 | YIAMD | 0.73% | $101,078,829 |
| OAK QUANTUM | FUSION HARBOR | Q8FQN8D5L | NMUA | 5.73% | $118,698,549 |
| VALUE OAK | BRIDGE VERTEX | MW67COAC5 | AWDH | 7.08% | $85,510,708 |
| FRONTIER HORIZON | MOMENTUM CREST | 0FMS1O83R | UVMP | 8.61% | $38,987,309 |
| ALPHA HORIZON | PATHWAY FUSION | BG0INO7R6 | BOYM | 7.44% | $74,647,988 |
| VERTEX CAPITAL | MATRIX VITAL | 6N2OUY8YZ | KSJWQ | 9.40% | $112,850,567 |