Cullen Investment Group

Overview

Cullen Investment Group is an SEC registered investment adviser based in Lafayette, LA, registered since 1986. It reports $91M in assets under management across 1,499 accounts, with 11 employees. It has 6 investment adviser representatives.

Reported AUM

$91M

Discretionary

100%

Accounts

1,499

Average account

$607K

Employees

11

Advisory reps

6

Registered since

1986

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• David Cullen Bordes President, Financial and Operations Principal, Chief Compliance Officer CRD 817884
• Stephen Lloyd Nickel Vice President, Direct Owner CRD 4305828

Advisory reps 3 of 6

• David Cullen Bordes Investment Adviser Rep CRD 817884
• Michael Joseph Doise Investment Adviser Rep CRD 5407123
• Katelyn Jane Dubuc Investment Adviser Rep CRD 6271197

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1404 S College Rd
Lafayette, LA 70503

County

Lafayette

Metro area

Lafayette, LA

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: cullenonline.com

Every state, with registration dates

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