Richard V. Cull

CENTRIC ADVISORS

Cypress, TX 77429

Some features on this profile are disabled

CRD#: 4467870

Professional summary

Richard Vernon Cull is a registered financial advisor currently at CENTRIC ADVISORS, LLC located in Cypress, Texas and OLD BEACH INVESTMENT ADVISORS, LLC located in New Caney, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Richard has worked at 4 firms .

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 Richard Vernon Cull'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 2, 2018 - Present

CENTRIC ADVISORS, LLC

Office #1: 12549 Louetta Road, Cypress, TX 77429

RIA

CRD#: 282477

Cypress, TX

Current

December 5, 2025 - Present

OLD BEACH INVESTMENT ADVISORS, LLC

RIA

CRD#: 339424

New Caney, TX

Past

March 31, 2020 - December 31, 2025

BREEN INVESTORS LP

RIA

CRD#: 124822

HOUSTON, TX

Past

January 11, 2019 - December 31, 2019

BREEN INVESTORS LP

RIA

CRD#: 124822

HOUSTON, TX

Past

April 18, 2013 - June 30, 2021

SHERPA INVESTMENT SERVICES

RIA

CRD#: 167350

NEW CANEY, TX

Past

July 31, 2007 - December 31, 2018

BREEN INVESTORS LP

RIA

CRD#: 124822

HOUSTON, TX

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".

CENTRIC ADVISORS, LLC

CRD#: 282477 / SEC#: 801-121623

RIA

Registered Investment Advisory firm - (6/28/2021 Approved)

Arizona

Registered Investment Advisory firm - (6/29/2021 Terminated)

California

Registered Investment Advisory firm - (7/29/2021 Terminated)

Iowa

Registered Investment Advisory firm - (12/31/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/29/2021 Terminated)

Vermont

Registered Investment Advisory firm - (6/29/2021 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

Texas
(4/2/2018)

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

Current Firm

CENTRIC ADVISORS, LLC

CRD#: 282477 / SEC#: 801-121623

RIA

Registered Investment Advisory firm - (6/28/2021 Approved)

Arizona

Registered Investment Advisory firm - (6/29/2021 Terminated)

California

Registered Investment Advisory firm - (7/29/2021 Terminated)

Iowa

Registered Investment Advisory firm - (12/31/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/29/2021 Terminated)

Vermont

Registered Investment Advisory firm - (6/29/2021 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

12549 Louetta Road, Cypress, TX 77429

Mailing Address

Phone number

(888) 215-5888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- CENTRIC ADVISORS, LLC (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,162
AUM (Assets Under Management)	$ 226,897,006

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.

Similar Advisors

Casey Mack

THE SUM

IAR

The Woodlands, TX

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

Raymond Knezek

SEQUENT PLANNING, LLC

IAR

Houston, TX

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Richard V. Cull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Vernon Cull's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTRIC ADVISORS, LLC

OLD BEACH INVESTMENT ADVISORS, LLC

BREEN INVESTORS LP

BREEN INVESTORS LP

SHERPA INVESTMENT SERVICES

BREEN INVESTORS LP

Primary Firm SEC Registration

CENTRIC ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

CENTRIC ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTRIC ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors