BRADENTON, FLCRD 310149Latest ADV February 16, 2026
Pullen Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bradenton, FL. Its latest Form ADV filing, dated February 16, 2026, reports $221M in regulatory assets under management, 5 employees, and 231 accounts.
Assets Under Management
$221M
Employees
5
Offices
--
Total Clients
90
Primary office
BRADENTON, FL
417 12TH STREET W, SUITE 212, BRADENTON, FL, United States
Top client segmentHNWI represent 52.2% of total clients.
Top client categories% of clientsClients
1
HNWI
52.2%
47
2
Individuals
41.1%
37
3
Pension Plans
6.7%
6
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$221Mas of February 16, 2026
Discretionary100.0%
$221M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$221M
Total Accounts231
10Y AUM Change+$89M (+67.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee18:1
10Y Employee Change+3 (+150.0%)
* 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.