Investment adviser · CRD 108340
CULLINAN ASSOCIATES, INC.
Investment adviser filing (IA)
LOUISVILLE, KY, United States · Form ADV filed Mar 4, 2026
- Regulatory AUM
- $1.48B Form ADV · Item 5.F
- Client accounts
- 632 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 293 | $1,172,566,225 | 79.1% |
| Individuals | 306 | $163,273,041 | 11.0% |
| Corporations & businesses | 19 | $88,221,741 | 6.0% |
| Charities | 11 | $50,696,217 | 3.4% |
| Retirement plans | Fewer than 5 | $6,842,549 | 0.5% |
Filing source
Form ADV 2058876 · Mar 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 4, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
295 N. HUBBARDS LANE, SUITE 203LOUISVILLE, KY, 40207, United States
CRD 108340
Filing source
Form ADV 2058876 · Mar 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.