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 by an individual. The firm is registered with the SEC (registration year 1993) and serves both individual/family and institutional clients. Its business model centers on fee-based advisory relationships billed as a percentage of assets under management, with primary advisory services that include financial planning and portfolio management for individuals and small businesses. The firm reports a preference for equities as the core investment exposure.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$179M in ETFs
94%
$167M
<1%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP ETF (IWR) | BlackRock | Passive | Mid Cap Blend | $17.5M | 164,184 | 9.81% |
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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