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Cullen Graves

9 Years of Experience
Atlanta, GA

Cullen Graves is a registered investment advisor at Gridline, based in Atlanta, GA, with 9 years of industry experience. Cullen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
19 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$106.8M

Fee Structure

Investment management only (planning not offered)

Gridline Advisors manages investments for pooled investment funds, not directly for individuals. Investors in these funds generally pay an annual management fee between 0.25% and 1.00%, depending on the amount of capital invested and the fund structure. This fee is deducted from the fund's escrow account at the time of each capital contribution.

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Location

10 10th St Nw, Suite 160, Atlanta, GA, 30309

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gridline
November 2025 - Present · 6 mos
Previous Registrations
Baron Capital, INC.Broker
November 2018 - July 2025 · 6 yrs 8 mos
Morgan Stanley
May 2016 - October 2018 · 2 yrs 5 mos
Morgan StanleyBroker
May 2016 - October 2018 · 2 yrs 5 mos
Waddell & Reed
November 2015 - April 2016 · 5 mos
Waddell & ReedBroker
September 2015 - April 2016 · 7 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.