Tull Financial Group, Inc.
● SEC registered since 2003CRD 112235SEC# 801-61759Chesapeake, VA
Reg. AUM
$367.1M
Employees
9
Accounts
1,000
Location
Chesapeake, VA
Tull Financial Group, Inc. assets under management
Tull Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Chesapeake, VA. The firm has been registered since 2003. It reports $367.1 million in regulatory assets under management and employs 9 people.
Tull Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathy Climpson Tull Control | Director; Secretary | 50-75% | 1989 |
| Robert White Tull Control | President/Chief Compliance Officer | 50-75% | 1989 |
Frequently asked questions
How much does Tull Financial Group, Inc. manage?
Tull Financial Group, Inc. reports $367.1 million in regulatory assets under management on its Form ADV.
How many employees does Tull Financial Group, Inc. have?
Tull Financial Group, Inc. reports 9 employees.
Where is Tull Financial Group, Inc. located?
Tull Financial Group, Inc. is based in Chesapeake, VA and has been SEC-registered since 2003.
Does Tull Financial Group, Inc. disclose fund performance?
Tull Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 555 Belaire Avenue, Suite 130, Chesapeake, VA 23320-5205 |
| Phone | (757)436-1122 |
| Fax | (757)436-1803 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$367.1M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$367.1Mregulatory AUM
Discretionary $364MNon-discretionary $3.1M