Culbreth Wealth Management

Overview

Culbreth Wealth Management is an independent registered investment adviser organized as a limited liability company with individual ownership. The firm advises both private clients (individuals and families) and institutional clients, and its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor. The firm’s regulatory footprint reflects state-level registrations in Florida, Georgia, North Carolina, South Carolina, Tennessee and Texas. Corporate activities disclosed on filings indicate roles beyond advisory work: Culbreth acts as an investment sponsor and has served as general partner/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices