C
$1.5B Total AUM
$1.5B Disc. AUM
-7.5% 3Y CAGR
17 Employees
632 ADV. Clients
36 yrs Firm Age
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- Custodian
- Fidelity/NFS · LPL Financial · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-1989
- Office Locations
- 1
Office Locations
295 N. Hubbards Lane Louisville KY
About Cullinan Associates, Inc.
Cullinan Associates, Inc. is a Louisville, KY investment advisory firm serving retail and institutional clients, with a focus on entrepreneurs. The firm emphasizes portfolio construction in discretionary managed accounts, investing primarily through ETFs with limited use of derivatives and cash. Custody is held with major platforms such as Fidelity/NFS.
Team overview
46 AVG AGE
$185.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
27.5 yrs AVG TENURE
17 Employees
8 Advisory Reps
4 RIA Reps
36yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRIAN LEWIS CULLINAN
Chief Compliance Officer, Principal
- CRD
- #1157439
- Ownership
- 25% but less than 50%
Available
Available
Available
ROYDEN KEITH CULLINAN
PRINCIPAL
- CRD
- #1042240
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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E
ERIC HENRY BIELEFELD
Investment Advisor
- CRD
- #2290322
Available
Available
Available
MICHAEL DAVID CASEY
Assistant Vice President
- CRD
- #6224951
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,481,599,773 | $2,344,303 |
| Non-Discretionary | $0 | -- |
| Total | $1,481,599,773 | $2,344,303 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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