CULLEN INVESTMENT GROUP, LTD.
Legal name: CULLEN INVESTMENT GROUP
CRD #18266 SEC #801-61265 LAFAYETTE, LA 337-237-8000
SEC Registered
Total AUM
$795.5M
Discretionary
$795.5M
Employees
9
Clients
--
Accounts
1,424
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $795.5M | $795.5M | $0 | 9 | 9 |
| Feb 2025 | $795.5M | $795.5M | $0 | 9 | 9 |
| Jan 2025 | $795.5M | $795.5M | $0 | 9 | 9 |
| Mar 2024 | $675.4M | $675.4M | $0 | 7 | 0 |
| Mar 2023 | $552.4M | $552.4M | $0 | 5 | 0 |
| Mar 2023 | $552.4M | $552.4M | $0 | 5 | 0 |
| Mar 2022 | $595.5M | $595.5M | $0 | 5 | 0 |
| Nov 2021 | $542.6M | $542.6M | $0 | 6 | 0 |
| Mar 2021 | $542.6M | $542.6M | $0 | 6 | 0 |
| Jun 2020 | $431.2M | $431.2M | $0 | 6 | 0 |
| Mar 2020 | $431.2M | $431.2M | $0 | 6 | 0 |
| Feb 2019 | $376.6M | $376.6M | $0 | 6 | 0 |
| Mar 2018 | $334.9M | $334.9M | $0 | 6 | 0 |
| Jan 2017 | $262.4M | $262.4M | $0 | 6 | 300 |
| Mar 2016 | $246M | $246M | $0 | 6 | 300 |
| Mar 2015 | $248.9M | $248.9M | $0 | 6 | 200 |
| Mar 2014 | $204.8M | $204.8M | $0 | 5 | 200 |
| Feb 2014 | $204.8M | $204.8M | $0 | 5 | 200 |
| Mar 2013 | $175.5M | $175.5M | $0 | 5 | 200 |
| Mar 2012 | $162.7M | $162.7M | $0 | 1 | 200 |
| Mar 2011 | $146.5M | $146.5M | $0 | 5 | -- |
| Mar 2010 | $124.8M | $124.2M | $585.2K | 5 | -- |
| Feb 2009 | $96.3M | $95.7M | $623.5K | 5 | -- |
| Mar 2007 | $115.3M | $114.5M | $829.8K | 5 | -- |
| Mar 2007 | $115.3M | $114.5M | $829.8K | 5 | -- |
| Feb 2006 | $102.2M | $94.8M | $7.4M | 5 | -- |
| Jan 2006 | $94.9M | $83.4M | $11.5M | 10 | -- |
| Oct 2005 | $94.9M | $83.4M | $11.5M | 10 | -- |
| Feb 2005 | $61.4M | $59.1M | $2.3M | 5 | -- |
| Jun 2004 | $61.4M | $59.1M | $2.3M | 5 | -- |
| Dec 2003 | $61.4M | $59.1M | $2.3M | 5 | -- |
DateJul 2025
Total AUM$795.5M
Discretionary$795.5M
Non-Disc.$0
Employees9
Clients9
DateFeb 2025
Total AUM$795.5M
Discretionary$795.5M
Non-Disc.$0
Employees9
Clients9
DateJan 2025
Total AUM$795.5M
Discretionary$795.5M
Non-Disc.$0
Employees9
Clients9
DateMar 2024
Total AUM$675.4M
Discretionary$675.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$552.4M
Discretionary$552.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$552.4M
Discretionary$552.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$595.5M
Discretionary$595.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$431.2M
Discretionary$431.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$431.2M
Discretionary$431.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$376.6M
Discretionary$376.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$334.9M
Discretionary$334.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2017
Total AUM$262.4M
Discretionary$262.4M
Non-Disc.$0
Employees6
Clients300
DateMar 2016
Total AUM$246M
Discretionary$246M
Non-Disc.$0
Employees6
Clients300
DateMar 2015
Total AUM$248.9M
Discretionary$248.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$204.8M
Discretionary$204.8M
Non-Disc.$0
Employees5
Clients200
DateFeb 2014
Total AUM$204.8M
Discretionary$204.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2012
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$124.8M
Discretionary$124.2M
Non-Disc.$585.2K
Employees5
Clients--
DateFeb 2009
Total AUM$96.3M
Discretionary$95.7M
Non-Disc.$623.5K
Employees5
Clients--
DateMar 2007
Total AUM$115.3M
Discretionary$114.5M
Non-Disc.$829.8K
Employees5
Clients--
DateMar 2007
Total AUM$115.3M
Discretionary$114.5M
Non-Disc.$829.8K
Employees5
Clients--
DateFeb 2006
Total AUM$102.2M
Discretionary$94.8M
Non-Disc.$7.4M
Employees5
Clients--
DateJan 2006
Total AUM$94.9M
Discretionary$83.4M
Non-Disc.$11.5M
Employees10
Clients--
DateOct 2005
Total AUM$94.9M
Discretionary$83.4M
Non-Disc.$11.5M
Employees10
Clients--
DateFeb 2005
Total AUM$61.4M
Discretionary$59.1M
Non-Disc.$2.3M
Employees5
Clients--
DateJun 2004
Total AUM$61.4M
Discretionary$59.1M
Non-Disc.$2.3M
Employees5
Clients--
DateDec 2003
Total AUM$61.4M
Discretionary$59.1M
Non-Disc.$2.3M
Employees5
Clients--