Matthew
Cullen

American Capital Advisory, LLC

CRD#3085144
Investment Advisor
in Richmond, VA

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About this Advisor

Matthew Cullen is a financial advisor based in Richmond, Virginia, working with American Capital Advisory, LLC. Matthew has previously held positions at Thompson, Siegel & Walmsley and American Capital Advisory. Matthew has passed the Series 63 regulatory exam and is registered to provide services in Idaho and Virginia. Currently, Matthew is part of American Capital Advisory, LLC, which operates out of Richmond, Virginia. The firm has 1 office and 6 employees. The firm manages assets totaling $234.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at American Capital Advisory, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1512 Willow Lawn Drive Suite 200
Richmond, VA 23230

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American Capital Advisory, LLC Brokerage Details

Total Assets Under Management

$234,000,000

VA Average: $655,107,610
Total Number of Employees

6

VA Average: 12
Total Number of Accounts

708

VA Average: 770
Average Account Size

$330,508

VA Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Matthew Cullen Work History

2021 - Present (3 years)

American Capital Advisory

2006 - 2020 (14 years)

Thompson, Siegel & Walmsley

Disclosures

Please visit the SEC profile of Matthew Cullen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Capital Advisory, LLC

Maunsel Hickey
Ketchum, ID
Matthew Mcneal
Ketchum, ID
Ian Jameson
Ketchum, ID
Aurelie Bayer-Boloix
Ketchum, ID
Renee Faltings
Ketchum, ID
Matthew Cullen
Richmond, VA
Huntley Davenport
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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