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Mullins Investment Services, LLC

CRD 155899SEC# 801-129622Culpeper, VA
Export (members)
No longer SEC-registered. Mullins Investment Services, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$128.4M
Employees
2
Accounts
500
Location
Culpeper, VA

Mullins Investment Services, LLC assets under management

Mullins Investment Services, LLC is a registered investment adviser overseen by the SEC based in Culpeper, VA. It reports $128.4 million in regulatory assets under management and employs 2 people.

Mullins Investment Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Quintin Mullins ControlOwner, Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Mullins Investment Services, LLC manage?

Mullins Investment Services, LLC reports $128.4 million in regulatory assets under management on its Form ADV.

How many employees does Mullins Investment Services, LLC have?

Mullins Investment Services, LLC reports 2 employees.

Where is Mullins Investment Services, LLC located?

Mullins Investment Services, LLC is based in Culpeper, VA.

Does Mullins Investment Services, LLC disclose fund performance?

Mullins Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address131 W. Davis Street, Culpeper, VA 22701
Office hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$128.4MNo change
Jan '25 — $128.4MFeb '25 — $128.4MMar '25 — $128.4MApr '25 — $128.4MMay '25 — $128.4MJun '25 — $128.4MJul '25 — $128.4MAug '25 — $128.4MSep '25 — $128.4MOct '25 — $128.4MNov '25 — $128.4MDec '25 — $128.4MJan '26 — $128.4MFeb '26 — $128.4MMar '26 — $128.4MApr '26 — $128.4MMay '26 — $128.4MJun '26 — $128.4M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$128.4Mregulatory AUM
Discretionary $125.7MNon-discretionary $2.7M