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, corporation-structured registered investment adviser that has been SEC-registered since 1993 and is owner-controlled. The firm serves a mix of individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not multi-state registered in the data provided, and does not act as a capital allocator or a pension consultant.
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
Similar firms
Iron Path Capital, L.P.
RIACharlottesville, VA
Marotta Wealth Management, Inc.
RIACharlottesville, VA
Morris & Wells Wealth Management
RIACharlottesville, VA
Guardian Point Capital, LP
RIACharlottesville, VA
Bluestem Asset Management, LLC
RIACharlottesville, VA
Chase Investment Counsel Corporation
RIACharlottesville, VA