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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TULL FINANCIAL GROUP, INC.

CRD 112235

CHESAPEAKE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:78b69003-62a8-8bbd-b1d4-5e59da265e79

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2012 to Mar 18, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $367MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $364M
Private client RAUM: $356MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $73.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,000
Individual clients: 181
High net worth clients: 111
Custody, client assets: $195M
SEC number: 801-61759
CRD: 112235
Filings on the tape: 25
First filed: Feb 7, 2012
Latest filed: Mar 18, 2026
Organised: Corporation, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT WHITE TULL	Certified Financial Planner	CHESAPEAKE, VA	23	41	n/a	no
William Andrew Overton	n/a	CHESAPEAKE, VA	6	13	1	no
Philip Lawson Tull	n/a	CHESAPEAKE, VA	6	10	n/a	no
Logan Edward Flitton	n/a	CHESAPEAKE, VA	0	11	n/a	no
Isaac Hon	n/a	CHESAPEAKE, VA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TULL, CATHY, CLIMPSON	DIRECTOR; SECRETARY	D	yes	02/1989	Feb 7, 2012	Mar 14, 2024
TULL, ROBERT, WHITE	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	02/1989	Feb 7, 2012	Mar 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$367M	$364M	9	5	0	n/a	n/a
2024	Mar 6, 2025	$312M	$305M	9	4	0	n/a	n/a
2023	Mar 11, 2024	$281M	$275M	9	4	0	n/a	n/a
2022	Mar 17, 2023	$239M	$235M	9	4	0	n/a	n/a
2021	Mar 11, 2022	$267M	$262M	9	4	0	n/a	n/a
2020	Feb 22, 2021	$230M	$227M	7	4	0	n/a	n/a
2019	Mar 18, 2020	$206M	$203M	7	4	0	n/a	n/a
2018	Mar 21, 2019	$184M	$180M	7	2	0	n/a	n/a
2017	Mar 28, 2018	$192M	$189M	8	4	0	n/a	n/a
2016	Mar 29, 2017	$171M	$169M	9	2	n/a	n/a	n/a
2015	Mar 18, 2016	$168M	$156M	6	4	n/a	n/a	n/a
2014	Mar 31, 2015	$197M	$172M	9	5	n/a	n/a	n/a
2013	Feb 20, 2014	$187M	$187M	7	3	n/a	n/a	n/a
2012	May 6, 2013	$149M	$149M	7	3	n/a	n/a	n/a
2011	Feb 7, 2012	$108M	$91.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$367M	$312M	17.8%	$239M	15.4%	9	9	0	0

Relationships

Registered with (9)

← Isaac HonAdvisorregistration: current employment
Jul 31, 2026 to presentfactForm ADV
← Logan Edward FlittonAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← Philip Lawson TullAdvisorregistration: current employment
Sep 11, 2020 to presentfactForm ADV
← William Andrew OvertonAdvisorregistration: current employment
Feb 27, 2020 to presentfactForm ADV
← ROBERT WHITE TULLAdvisorregistration: current employment
Feb 13, 2003 to presentfactForm ADV
← ELLEN WOHLFORD ANDERSONAdvisorregistration: previous registration
Oct 17, 2017 to Jun 20, 2023factForm ADV
← TERRY LEE CRAWFORDAdvisorregistration: previous registration
Sep 26, 2016 to Jul 30, 2018factForm ADV
← Kirstin Lynn HarkAdvisorregistration: previous registration
May 24, 2004 to Jul 9, 2018factForm ADV
← Daniel Joseph LattaruloAdvisorregistration: previous registration
Apr 11, 2016 to Oct 16, 2017factForm ADV

Controls (2)

← TULL, ROBERT, WHITEOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 7, 2012 to Mar 14, 2024factForm ADV
← TULL, CATHY, CLIMPSONOwnerDIRECTOR; SECRETARY, ownership code D, individual
Feb 7, 2012 to Mar 14, 2024factForm ADV

Dated events

Occurred
Jun 20, 2023
Advisor changed firm
Ellen Wohlford Anderson left Tull Financial Group, Inc. for Clearstead; Clearstead Advisory Solutions (registered 2024-10-13)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:78b69003-62a8-8bbd-b1d4-5e59da265e79
First observed: Feb 7, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TULL FINANCIAL GROUP, INC.

CRD 112235

CHESAPEAKE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:78b69003-62a8-8bbd-b1d4-5e59da265e79

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT WHITE TULL

Certified Financial Planner

CHESAPEAKE, VA

n/a

William Andrew Overton

n/a

CHESAPEAKE, VA

Philip Lawson Tull

n/a

CHESAPEAKE, VA

n/a

Logan Edward Flitton

n/a

CHESAPEAKE, VA

n/a

Isaac Hon

n/a

CHESAPEAKE, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TULL, CATHY, CLIMPSON

DIRECTOR; SECRETARY

yes

02/1989

Feb 7, 2012

Mar 14, 2024

TULL, ROBERT, WHITE

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

02/1989

Feb 7, 2012

Mar 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$367M

$364M

n/a

2024

Mar 6, 2025

$312M

$305M

n/a

2023

Mar 11, 2024

$281M

$275M

n/a

2022

Mar 17, 2023

$239M

$235M

n/a

2021

Mar 11, 2022

$267M

$262M

n/a

2020

Feb 22, 2021

$230M

$227M

n/a

2019

Mar 18, 2020

$206M

$203M

n/a

2018

Mar 21, 2019

$184M

$180M

n/a

2017

Mar 28, 2018

$192M

$189M

n/a

2016

Mar 29, 2017

$171M

$169M

n/a

2015

Mar 18, 2016

$168M

$156M

n/a

2014

Mar 31, 2015

$197M

$172M

n/a

2013

Feb 20, 2014

$187M

n/a

2012

May 6, 2013

$149M

n/a

2011

Feb 7, 2012

$108M

$91.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$367M

$312M

17.8%

$239M

15.4%