About Cullen Asset Management
<p>Founded in 1986, Cullen Asset Management works with individuals and businesses across the Lafayette–Acadiana region, with offices in Lafayette (HQ) and nearby Crowley. The firm is a Registered Investment Advisor and manages $9.1B in assets (2026).</p> <p>Its investment work centers on customized portfolios built around a disciplined value approach, with an emphasis on both growth and wealth preservation. The team also helps clients align investments with longer-term goals such as retirement income and legacy planning.</p> <p>In addition to investment management, the firm handles retirement planning, estate planning, and insurance. For plan sponsors, Cullen Asset Management offers <a href="/plan-advisors">plan advisor</a> services under a 3(21) fiduciary arrangement, providing guidance while the sponsor retains final decision-making authority.</p> <p>One point that sets the firm apart locally is its position as Lafayette’s only locally owned and operated full-service brokerage firm. Cullen Asset Management also highlights privacy, transparency, and clear disclosures consistent with SEC regulations.</p> <ul> <li>Registered Investment Advisor with roots in South Louisiana since 1986</li> <li>Offices in Lafayette and Crowley serving the Acadiana area</li> <li>Disciplined value-based portfolio management</li> <li>3(21) fiduciary support for retirement plans</li> <li>Retirement planning, estate planning, and insurance services</li> </ul>
Website: https://www.cullenonline.com/
Office Locations
- Lafayette, LA (Headquarters)
- Crowley, LA
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $9.1B