Tull Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chesapeake, VA. Its latest Form ADV filing, dated March 18, 2026, reports $367M in regulatory assets under management, 9 employees, and 1,000 accounts.
Assets Under Management
$367M
Employees
9
Offices
--
Total Clients
295
Primary office
CHESAPEAKE, VA
555 BELAIRE AVENUE, SUITE 130, CHESAPEAKE, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.4% of total clients.
Top client categories% of clientsClients
1
Individuals
61.4%
181
2
HNWI
37.6%
111
3
Pension Plans
0.7%
2
4
Corporations
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$367Mas of March 18, 2026
Discretionary99.2%
$364M
99% of total RAUM99.2%
Non-discretionary0.8%
$3M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$367M
Total Accounts1,000
10Y AUM Change+$196M (+114.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.