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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
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 4, 2026, reported AUM decreased 6.6%, from $1.6B to $1.5B.
Across 5 reported observations, AUM decreased 27.0% between July 11, 2022 and March 4, 2026, from $2.0B to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 632 clients, or 79 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 36 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Vehicles
- Services
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Owner & Executives
BRIAN LEWIS CULLINAN
Chief Compliance Officer, Principal
- CRD
- #1157439
- Ownership
- 25% but less than 50%
ROYDEN KEITH CULLINAN
PRINCIPAL
- CRD
- #1042240
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ERIC HENRY BIELEFELD
Investment Advisor
- CRD
- #2290322
MICHAEL DAVID CASEY
Assistant Vice President
- CRD
- #6224951
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Cullinan Associates, Inc. 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
Review the latest reported holdings
Cullinan Associates, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.