# ULLICO INVESTMENT ADVISORS, INC.

ULLICO INVESTMENT ADVISORS, INC. of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 106628
- Type: SEC-registered investment adviser
- SEC file number: 801-36371
- Location: 7373 WISCONSIN AVE, BETHESDA, MD, 20814
- Phone: 202-962-8951
- Latest filing: 2026-08-04
- Regulatory AUM: $13.9B
- Discretionary AUM: $13.9B
- Clients: 92
- Accounts: 25

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (45)

_Showing 25 of 45 people._

| Name | Role | Location |
| --- | --- | --- |
| [Herbert Kolben](https://search.stillhousedata.com/person/1948) | DIRECTOR, SR. VICE PRESIDENT | Washington, DC |
| [Yu Yinan](https://search.stillhousedata.com/person/1950) | CHIEF FINANCIAL OFFICER, SECRETARY, TREASURER, DIRECTOR | Silver Spring, MD |
| [Joseph Richard Linehan](https://search.stillhousedata.com/person/1955) | PRESIDENT, DIRECTOR | Silver Spring, MD |
| [Kenneth Dunlop Scott](https://search.stillhousedata.com/person/1956) | DIRECTOR | Silver Spring, MD |
| [Cathy Ann Humphrey](https://search.stillhousedata.com/person/1959) | DIRECTOR, CHIEF OPERATING OFFICER; SR. VICE PRESIDENT | Silver Spring, MD |
| [Yinan Yu](https://search.stillhousedata.com/person/1965) | CHIEF FINANCIAL OFFICER, SECRETARY, TREASURER, DIRECTOR | Silver Spring, MD |
| [Richard Francis Larocque](https://search.stillhousedata.com/person/706083) | CHIEF COMPLIANCE OFFICER | — |
| [Hugh James Darcey](https://search.stillhousedata.com/person/706084) | SR. VICE PRESIDENT, REAL ESTATE EQUITY FUND | — |
| [Peter T Haley](https://search.stillhousedata.com/person/706085) | SR. VICE PRESIDENT | — |
| [BROWN DAVID JAMES](https://search.stillhousedata.com/person/731608) | DIRECTOR | — |
| [GREBOW EDWARD](https://search.stillhousedata.com/person/732025) | ACTING PRESIDENT; PRESIDENT, DIRECTOR | — |
| [O'SULLIVAN TERENCE MICHAEL](https://search.stillhousedata.com/person/732026) | DIRECTOR | — |
| [KENNEDY THOMAS JOSEPH](https://search.stillhousedata.com/person/732027) | DIRECTOR, SENIOR VP & ASST TREASURER; DIRECTOR, VP & ASST TREASURER | — |
| [HUMPHREY CATHY ANN](https://search.stillhousedata.com/person/732028) | DIRECTOR; DIRECTOR, CHIEF COMPLIANCE OFFICER; DIRECTOR, CHIEF COMPLIANCE OFFICER, VP INVESTMENT OPERATIONS (+5 more) | — |
| [CHESMAN MICHAEL ROBERT](https://search.stillhousedata.com/person/732029) | SR VP & GENERAL COUNSEL | — |
| [MCKEAN GROVER LOUIS](https://search.stillhousedata.com/person/734571) | PRESIDENT | — |
| [SCOTT KENNETH DUNLOP](https://search.stillhousedata.com/person/744507) | DIRECTOR | — |
| [SINGLETON MARK ERNEST](https://search.stillhousedata.com/person/756147) | DIRECTOR; PRESIDENT, DIRECTOR | — |
| [LINEHAN JOSEPH RICHARD](https://search.stillhousedata.com/person/756148) | ACTING PRESIDENT, DIRECTOR; MANAGER (RELYING ADVISER); PRESIDENT, DIRECTOR (+1 more) | — |
| [FRIED ADAM MARK](https://search.stillhousedata.com/person/756149) | CHIEF FINANCIAL OFFICER; SECRETARY; SECRETARY TREASURER, CHIEF FINANCIAL OFFICER (+1 more) | — |
| [GREEN THEODORE THOMAS](https://search.stillhousedata.com/person/770720) | GENERAL COUNSEL | — |
| [CAVANAGH WILLIAM KANE](https://search.stillhousedata.com/person/776758) | DIRECTOR, VICE PRESIDENT, SALES | — |
| [KOLBEN HERBERT](https://search.stillhousedata.com/person/776759) | DIRECTOR; DIRECTOR, SR. VICE PRESIDENT | — |
| [LAROCQUE RICHARD FRANCIS](https://search.stillhousedata.com/person/776760) | CHIEF COMPLIANCE OFFICER | — |
| [GEORGINE ROBERT ANTHONY](https://search.stillhousedata.com/person/778818) | CHAIRMAN AND CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106628/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106628/similar
- Related entities: https://search.stillhousedata.com/firm/106628/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106628

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.