Pulliam Family Office, LLC

Pulliam Family Office was launched in 2019 to provide investment advisory services primarily to a select group of family office clients and high‑net‑worth individuals, and the brochure also identifies families, trusts, and business entities as clients. The firm offers discretionary and non‑discretionary investment management, financial planning, and a broad suite of family‑office services including wealth transfer, entity advisory, and coordination with outside professionals.

Pulliam’s investment process emphasizes price and technical analysis, using relative strength tools (including Dorsey Wright methodologies), point‑and‑figure charts, and a Dynamic Asset Level Investing (DALI) framework to drive a tactical‑tilt asset allocation across several model portfolios. The firm also implements tax‑aware strategies, private investment programs, active trading and sector rotation, with stated monthly and seasonal rebalancing and cash‑flow‑driven liquidity planning incorporated into portfolio design.

Distinctive operational features in the brochure include entity accounting and philanthropic/charitable consulting and explicit coordination with trust officers, insurance brokers, and other external specialists—capabilities that align the firm to work with organizational or institutional counterparties as well as families. The firm also discloses the use of hourly and retainer billing arrangements for family office and planning services and notes it is newly registering and currently reports no assets under management, facts that prospective institutional or organizational clients may consider.