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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CULLINAN ASSOCIATES, INC.

CRD 108340

LOUISVILLE, KY

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:802415d9-b182-2d26-a307-244f856790d8

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Feb 23, 2012 to Mar 4, 2026
27 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=0.9 fund_share=0.0 institutional_share=0.04 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $370Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 632
Individual clients: 306
High net worth clients: 293
Custody, client assets: $111M
SEC number: 801-35801
CIK: 1161670
CRD: 108340
Filings on the tape: 27
First filed: Feb 23, 2012
Latest filed: Mar 4, 2026
Organised: Corporation, KY
Website: cullinan.com

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
ROYDEN KEITH CULLINAN	n/a	Louisville, KY	10	36	n/a	no
ERIC HENRY BIELEFELD	n/a	LOUISVILLE, KY	5	32	n/a	no
MICHAEL DAVID CASEY	Chartered Financial Analyst	LOUISVILLE, KY	2	13	n/a	no
Ben Owen Wei Tompkins	n/a	LOUISVILLE, KY	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
CULLINAN, ROYDEN, KEITH	Principal	C	yes	11/1989	Mar 4, 2026	Mar 4, 2026
CULLINAN, ROYDEN, KEITH	PRESIDENT AND PRINCIPAL	C	yes	01/1990	Mar 4, 2026	Mar 4, 2026
CULLINAN, BRIAN, LEWIS	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	C	yes	11/1989	Feb 23, 2012	Mar 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHURCHILL FINANCIAL, LLC	n/a	n/a	n/a	N	no	n/a

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 4, 2026	$1.5B	$1.5B	17	8	0	n/a	n/a
2024	Mar 28, 2025	$1.6B	$1.6B	18	8	0	n/a	n/a
2023	Mar 5, 2024	$1.9B	$1.9B	18	9	0	n/a	n/a
2022	Mar 30, 2023	$1.9B	$1.9B	17	9	0	n/a	n/a
2021	Feb 23, 2022	$2.0B	$2.0B	16	9	0	n/a	n/a
2020	Mar 31, 2021	$1.7B	$1.7B	17	7	0	n/a	n/a
2019	Mar 23, 2020	$1.5B	$1.5B	17	7	0	n/a	n/a
2018	Mar 21, 2019	$1.3B	$1.3B	17	7	0	n/a	n/a
2017	Feb 22, 2018	$1.4B	$1.4B	17	7	0	n/a	n/a
2016	Feb 7, 2017	$1.2B	$1.2B	17	7	n/a	n/a	n/a
2015	Mar 24, 2016	$1.2B	$1.2B	17	7	n/a	n/a	n/a
2014	Mar 19, 2015	$1.4B	$1.4B	19	7	n/a	n/a	n/a
2013	Mar 27, 2014	$1.3B	$1.3B	18	6	n/a	n/a	n/a
2012	Mar 6, 2013	$985M	$985M	17	6	n/a	n/a	n/a
2011	Feb 23, 2012	$860M	$860M	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	1	-1	25.0%	0	0	0	1	2

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	$1.5B	$1.6B	-6.6%	$1.9B	-7.3%	17	18	0	0

Relationships

Registered with (6)

← Ben Owen Wei TompkinsAdvisorregistration: current employment
Aug 3, 2026 to presentfactForm ADV
← MICHAEL DAVID CASEYAdvisorregistration: current employment
Feb 22, 2024 to presentfactForm ADV
← ERIC HENRY BIELEFELDAdvisorregistration: current employment
Oct 9, 2020 to presentfactForm ADV
← ROYDEN KEITH CULLINANAdvisorregistration: current employment
Jan 6, 2016 to presentfactForm ADV
← ELIZABETH ANN SKETTINOAdvisorregistration: previous registration
Oct 16, 2024 to May 6, 2026factForm ADV
← JUSTIN TYLER FERGUSONAdvisorregistration: previous registration
Mar 11, 2015 to Jun 13, 2024factForm ADV

Controls (2)

← CULLINAN, ROYDEN, KEITHOwnerPRINCIPAL, ownership code C, individual
Feb 23, 2012 to Mar 5, 2024factForm ADV
← CULLINAN, BRIAN, LEWISOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 23, 2012 to Mar 5, 2024factForm ADV

Dated events

Occurred
May 6, 2026
Advisor changed firm
Elizabeth Ann Skettino left Cullinan Associates, Inc. for Wells Fargo Investment Institute, Inc. (registered 2026-05-08)
Form ADVobserved 6 days ago
Occurred
Jun 13, 2024
Advisor changed firm
Justin Tyler Ferguson left Cullinan Associates, Inc. for Churchill Financial Advisors, Llc (registered 2025-01-28)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:802415d9-b182-2d26-a307-244f856790d8
First observed: Feb 23, 2012
Last observed: Mar 4, 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.

CULLINAN ASSOCIATES, INC.

CRD 108340

LOUISVILLE, KY

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:802415d9-b182-2d26-a307-244f856790d8

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROYDEN KEITH CULLINAN

n/a

Louisville, KY

n/a

ERIC HENRY BIELEFELD

n/a

LOUISVILLE, KY

n/a

MICHAEL DAVID CASEY

Chartered Financial Analyst

LOUISVILLE, KY

n/a

Ben Owen Wei Tompkins

n/a

LOUISVILLE, KY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CULLINAN, ROYDEN, KEITH

Principal

yes

11/1989

Mar 4, 2026

CULLINAN, ROYDEN, KEITH

PRESIDENT AND PRINCIPAL

yes

01/1990

Mar 4, 2026

CULLINAN, BRIAN, LEWIS

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

11/1989

Feb 23, 2012

Mar 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHURCHILL FINANCIAL, LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$1.5B

n/a

2024

Mar 28, 2025

$1.6B

n/a

2023

Mar 5, 2024

$1.9B

n/a

2022

Mar 30, 2023

$1.9B

n/a

2021

Feb 23, 2022

$2.0B

n/a

2020

Mar 31, 2021

$1.7B

n/a

2019

Mar 23, 2020

$1.5B

n/a

2018

Mar 21, 2019

$1.3B

n/a

2017

Feb 22, 2018

$1.4B

n/a

2016

Feb 7, 2017

$1.2B

n/a

2015

Mar 24, 2016

$1.2B

n/a

2014

Mar 19, 2015

$1.4B

n/a

2013

Mar 27, 2014

$1.3B

n/a

2012

Mar 6, 2013

$985M

n/a

2011

Feb 23, 2012

$860M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.6B

-6.6%

$1.9B

-7.3%