Wealth manager, independent · Chesapeake, VA
Tull Financial Group, Inc.
SEC-registered investment adviser · CRD 112235 · SEC 801-61759
At a glance
Tull Financial Group, Inc. is an SEC-registered investment adviser based in Chesapeake, Virginia, with $367 million in regulatory assets under management as of its Form ADV filed March 18, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 292 individual clients. By Form ADV it is a wealth manager, ranked 3,774th of 8,915 wealth managers and 9,198th of 17,210 SEC-registered advisers by assets.
Main office 757-436-1122tullfinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $367M
- Rank among wealth managers
- #3,774 of 8,915
- Rank among all SEC RIAs
- #9,198 of 17,210
- Rank in Virginia
- #166 of 300
- Individual clients
- 292
- High-net-worth clients
- 111
- Accounts
- 1,000
- Discretionary
- 99% of AUM
- Employees
- 9
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Robert W. TullPresident/chief Compliance Officer
- Cathy C. TullDirector; Secretary
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 111 | $265M | 72% |
| Individuals | 181 | $91M | 25% |
| Corporations or other businesses | 1 | $11M | 3% |
| Pension and profit sharing plans | 2 | $1M | <1% |
Disciplinary disclosures
Tull Financial Group, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗tullfinancial.com ↗
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The full record on Tull Financial Group, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,229 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Tull Financial Group, Inc. manage?
Tull Financial Group, Inc. reports $367 million in regulatory assets under management across 1,000 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
What kind of firm is Tull Financial Group, Inc.?
Tull Financial Group, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Tull Financial Group, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($265 million, 111 clients); individuals ($91 million, 181 clients); corporations or other businesses ($11 million, 1 clients).
Does Tull Financial Group, Inc. have any disciplinary history?
Tull Financial Group, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Tull Financial Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →