Matthew H. Cullen

AMERICAN CAPITAL ADVISORY

Richmond, VA 23230

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CRD#: 3085144

Professional summary

Matthew Hurd Cullen, who also goes by Matthew Hurd Culler, is a registered financial advisor currently at AMERICAN CAPITAL ADVISORY, LLC located in Richmond, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Hurd Culler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Hurd Cullen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 17, 2024 - Present

AMERICAN CAPITAL ADVISORY, LLC

Office #1: 1512 Willow Lawn Drive Suite 200, Richmond, VA 23230

RIA

CRD#: 141944

Richmond, VA

Past

April 11, 2000 - July 16, 2001

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

October 1, 1999 - May 11, 2000

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

April 2, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICAN CAPITAL ADVISORY, LLC

AMERICAN BANK CAPITAL GROWTH FUND, LLC | AMERICAN CAPITAL ADVISORY, LLC

CRD#: 141944 / SEC#: 801-112853

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

California

Registered Investment Advisory firm - (7/29/2018 Terminated)

Idaho

Registered Investment Advisory firm - (6/29/2018 Terminated)

Maryland

Registered Investment Advisory firm - (4/30/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (6/29/2018 Terminated)

Virginia

Registered Investment Advisory firm - (6/29/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(4/17/2024)

IAR

Virginia
(4/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/1998

General Securities Representative Examination

Current Firm

AMERICAN CAPITAL ADVISORY, LLC

AMERICAN BANK CAPITAL GROWTH FUND, LLC | AMERICAN CAPITAL ADVISORY, LLC

CRD#: 141944 / SEC#: 801-112853

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

California

Registered Investment Advisory firm - (7/29/2018 Terminated)

Idaho

Registered Investment Advisory firm - (6/29/2018 Terminated)

Maryland

Registered Investment Advisory firm - (4/30/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (6/29/2018 Terminated)

Virginia

Registered Investment Advisory firm - (6/29/2018 Terminated)

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Contact information

Main Address

500 North Washington Suite 202, Ketchum, ID 83340

Mailing Address

Po Box 4356, Ketchum, ID 83340-4356

Phone number

(208) 710-8669

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	762
AUM (Assets Under Management)	$ 254,900,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew H. Cullen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Hurd Cullen's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN CAPITAL ADVISORY, LLC

MORGAN STANLEY & CO. LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

AMERICAN CAPITAL ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/17/2000

Series 7

Date: 10/17/1998

Current Firm

AMERICAN CAPITAL ADVISORY, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN CAPITAL ADVISORY, LLC

TRUST BUT VERIFY

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