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 organized as a corporation and owned privately. The firm has been SEC-registered since 1993 and charges clients on a percentage-of-assets basis. Its client mix includes individual and family investors as well as institutional relationships. Primary advisory services noted in filings are financial planning and portfolio management for individuals and small businesses. The firm is not registered as a multi-state adviser and does not present itself as a dedicated capital allocator; it also does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 57Active vs passive
$180M in ETFs
94%
$170M
<1%
$10.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP ETF (IWR) | BlackRock | Passive | Mid Cap Blend | $18.3M | 165,548 | 10.17% |
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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