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RC

Royden K. Cullinan

CULLINAN ASSOCIATES
Louisville, KY 40207-8206
Some features on this profile are disabled
CRD#: 4348043
RC

Professional summary


Royden Keith Cullinan is a registered financial advisor currently at CULLINAN ASSOCIATES, INC. located in Louisville, Kentucky.

Royden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Royden has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Royden Keith Cullinan'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

January 9, 1990 - Present

CULLINAN ASSOCIATES, INC.

Office #1: 295 N. Hubbards Lane Suite 101, Louisville, KY 40207-8206
RIA
CRD#: 108340
Louisville, KY

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".
CA
CULLINAN ASSOCIATES, INC.
CULLINAN ASSOCIATES INC | CULLINAN ASSOCIATES, INC.

CRD#: 108340 / SEC#: 801-35801

RIA
Registered Investment Advisory firm - (1/11/1990 Approved)

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
Kentucky
(1/9/1990)
IAR
Texas
(1/6/2016)

Exams


Current Firm


CA
CULLINAN ASSOCIATES, INC.
CULLINAN ASSOCIATES INC | CULLINAN ASSOCIATES, INC.

CRD#: 108340 / SEC#: 801-35801

RIA
Registered Investment Advisory firm - (1/11/1990 Approved)
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Contact information


Main Address
295 N. Hubbards Lane Suite 203, Louisville, KY 40207
Mailing Address
Phone number
(502) 893-0300
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (51 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CULLINAN ASSOCIATES FORM ADV PART 2A & 2BS (3/28/2025)

Regulatory assets under management


Total Number of Accounts747
AUM (Assets Under Management)$ 1,585,984,703

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/31/2025
Cover Page
09/27/2024
03/17/2023

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.

Company Information


CULLINAN ASSOCIATES, INC.

CRD#: 108340Louisville, KY 40207-8206

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