# Cullen Asset Management
Source: https://planprovider.pro/provider/cullen-asset-management

> Founded in 1986, Cullen Asset Management works with individuals and businesses across the Lafayette–Acadiana region, with offices in Lafayette (HQ) and nearb…

Retirement Plan Advisor

Lafayette, LA

## 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/](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

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