Allen Butler
Pullen Investment Management · Bradenton, Florida
Allen Butler is a fee-only financial advisor at Pullen Investment Management in Bradenton, Florida. Pullen Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pullen Investment Management |
|---|---|
| Based in | Bradenton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $221.0M across 231 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5764933 |
| Exams passed | Series 65 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pulleninvestment.com |
How Allen's firm compares
- Pullen Investment Management's average account is about $957,000, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Allen
Is Allen Butler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Pullen Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen's firm, Pullen Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Allen Butler based?
Allen Butler is based in Bradenton, Florida.
Is Allen Butler registered with the SEC?
Yes. Allen Butler is registered as an investment adviser representative in FL (CRD 5764933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pullen Investment Management manage?
Pullen Investment Management reports $221.0M across 231 accounts in assets under management.
How do I contact Allen Butler?
Through Allen's website, www.pulleninvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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