RIA Intel›Advisers›Connecticut›CULPEPPER GROUP LLC

CULPEPPER GROUP LLC

Advisory

CT

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in CT

#1,141

of 1,312 advisers by AUM

Average account

$5M

across 4 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$5M

Non-Discretionary AUM$15M

Discretionary %25%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

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DRAX ASSET MANAGEMENT, LLC

NORTH HAVEN, CT

$20M

THE FINANCIAL ADVANTAGE GROUP, LLC

$21M

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