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Mullins Investment Services, LLC (Culpeper)


Mullins Investment Services, LLC is a related adviser based in Culpeper. It manages $40 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Virginia.

Mullins Investment Services provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mullins Investment Services: assets under management

The assets under management (AUM) of Mullins Investment Services, LLC is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $851.06 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mullins Investment Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Culpeper

The principal office where Mullins Investment Services, LLC performs its advisory services is located at 1100 Sunset Lane, Culpeper, VA 22701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-219-2718. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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