Cullinan Associates, Inc.
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 632
- Avg AUM / client
- $2.3M
- Accounts
- 632
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 306 | $163M | 11.0% |
| High net worth individuals | 293 | $1.2B | 79.1% |
| Pension and profit sharing plans | 3 | $6.8M | 0.46% |
| Charitable organizations | 11 | $50.7M | 3.42% |
| Corporations and other businesses | 19 | $88.2M | 5.95% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cullinan, Brian, Lewis | Principal And Chief Compliance Officer | Nov 1989 (37y) | 25% – 50% | |
| Cullinan, Royden, Keith | Principal | Nov 1989 (37y) | 25% – 50% | |
| Royden Keith Cullinan | Registered representative | Jan 2016 (11y) | ||
| Eric Henry Bielefeld | Registered representative | Oct 2020 (6y) | ||
| Michael David Casey | Registered representative | CFA | Feb 2024 (2y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- UBS $761M (51% of AUM) Mar 2026
- LPL Financial $225M (15% of AUM) Mar 2026
- National Financial Services (Fidelity) $208M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗