Stephen Timothy Cully
Financial advisor at Tounjian Advisory Partners, LLC · Fort Myers, FL
Last updated 2026-10-10
Claim your profileStephen Timothy Cully is a financial advisor at Tounjian Advisory Partners, LLC in Fort Myers, FL, CRD 7495479. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2026-06-15.
Registration
- CRD number
- 7495479
- Registration status
- Active
- IAPD registration
- 2026-06-15
- Industry Experience
- 0 years
- Work Experience
- 14 years
- States registered
- FL
Licenses and exams
- Series 65
- Series 63
Work history
- 2012-06 to 2016-12 · Dardens Restuarant · Orlando, FL
- 2017-01 to 2018-01 · The Four Seasons · Miami, FL
- 2018-01 to 2021-07 · Seasons 52 · Naples, FL
- 2021-10 to 2026-03 · Campana Hospitality Group · Naples, FL
- 2021-09 to 2025-12 · Pfs Investments Inc · Duluth, GA
- 2026-03 to Present · Advantage Wealth Partners · Fort Myers, FL
- 2024-09 to 2025-03 · The Bay House · Naples, FL
- 2025-06 to 2025-10 · Nosh On the Bay · Naples, FL
- 2026-03 to Present · National Benefit Legacy Dba Advantage Retirement Group · Fort Myers, FL
Current employment
- Advantage Wealth Partners · Fort Myers, FL
Tounjian Advisory Partners, LLC
- Regulatory AUM
- $675,467,357
- Registered advisors
- 5
- Offices
- 1
- Clients per advisor
- 116.6 (High)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 33.8% (Moderate)
Tounjian Advisory Partners, LLC: advisors, services and reported ETF investments
About
Stephen Timothy Cully is a financial advisor at Advantage Wealth Partners, operating as Tounjian Advisory Partners, LLC in Fort Myers, FL. Reported securities licenses include Series 65 and Series 63. The latest record indicates less than 1 year of industry experience and 14 years of reported work history. Reported roles include National Benefit Legacy Dba Advantage Retirement Group, Campana Hospitality Group, Pfs Investments Inc, Nosh On the Bay, among others.
SEC disclosures list additional business and community activities: Licensed Insurance Agent; National Benefit Legacy D/b/a Advantage Retirement Group; Not Investment Related; Fort Myers.
Tounjian Advisory Partners, LLC's firm-level Form ADV reports 5 advisors across 1 offices; approximately 116.6 clients per advisor, average assets per client of $1,158,606, and regulatory AUM of $675.5M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $119.7M across 246 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Stephen Timothy Cully personally.
Reported ETF positions
Tounjian Advisory Partners reports 246 ETF positions worth $119.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| FTGS — First Trust Growth Strength ETF | $38.5M |
| BUFR — FT Vest Laddered Buffer ETF | $9M |
| UDEC — Innovator U.S. Equity Ultra Buffer ETF - December | $7.5M |
| MISL — First Trust Indxx Aerospace & Defense ETF | $4.7M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $3.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Tounjian Advisory Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $134.5K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $3.2M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $50.6K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | BILZ — PIMCO Ultra Short Government Active Exchange-Traded Fund | $1.7M | Top 99.2% | Replicability (R²) 36.7% · Residual Sharpe 0.78 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Tounjian Advisory Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
8870 Daniels Parkway, Fort Myers, FL 33912
5 advisors at this office.
Contact
The firm's filed contact details.
Official record
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