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 has been SEC-registered since 1993 and is owned by an individual. The firm focuses on fee-based wealth management, charging clients a percentage of assets under management, and provides financial planning and discretionary portfolio management for individuals, families and smaller institutional clients. It does not identify as an ESG investor, is not organized as a multi-state or newly formed adviser, and does not act as a capital allocator or pension consultant.
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
George Payne
President and Chief Operating OfficerCRD 4361477
Alan Culbertson
Chairman and Chief Executive OfficerCRD 2313703
Contacts
3 of 9Roger Fulton
Investment Adviser RepresentativeCRD 5070028
Allison Linney
Owner and PresidentCRD 4681648
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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