A. N. Culbertson & Company, Inc.
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 108341
- Registered since
- April 8, 1993
- Website
- anculbertson.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.07%
- Individuals7.28%
- Charitable Organizations0.56%
- Pension & Profit Sharing Plans0.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
A. N. Culbertson & Company, Inc. is an independent registered investment adviser that provides financial planning and portfolio management to individuals, families and small-business clients, alongside some institutional work. The firm charges fees based on assets under management and operates as a privately held corporation with individual ownership. It is not a multi-state or pension consultant adviser and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
2 of 2
Alan Culbertson
Chairman and Chief Executive OfficerCRD 2313703
George Payne
President and Chief Operating OfficerCRD 4361477
Contacts
3 of 10Anne Culbertson
ShareholderCRD 7066641
Elizabeth Gleason
CRD 4361463
Sharon Culbertson
ShareholderCRD 4361365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$157M in ETFs
96%
$151M
<1%
$6.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP ETF (IWR) | BlackRock | Passive | Mid Cap Blend | $16M | 164,662 | 10.21% |
Location
Charlottesville, VA
Charlottesville City
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Charlottesville City
- Address
- 1 Boars Head Pointe
- Time zone
- ET (UTC-5)
- Office locations
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