ria
Cullen Investment Group
LAFAYETTE, LA
CRD: 18266
In network coverage since October 6, 2026 · 3 stories
$910MRegulatory AUMSEC Form ADV · Oct 24
11EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Oct 10 – Oct 24
Deal recordFull tracker →
Network coverage
Features
RIA sale prices depend on client retention and deal structure
Elevation Point typically takes a 20% minimum stake, while Concurrent bought $5.4 billion Spire as an asset purchase.