Culbreth Wealth Management

RIAState Registered
Total AUM
$75M
Discretionary
$71.4M
95% of AUM
Avg account
$202K
Accounts
371
Employees
2
Advisory reps
2

Firm details

Headquarters
Dacula, Georgia
CRD number
325196
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals44.73%
  • HNWI43.52%
  • Corporations / Businesses7.3%
  • Pension & Profit Sharing Plans4.45%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 76%, Cash & Cash Equivalents 11%, Exchange Traded Equities 10%, US Government Bonds 2%, Public Funds/Mutual Funds 1%76%
  • Other76%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities10%
  • US Government Bonds2%
  • Public Funds/Mutual Funds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dacula, GA

Gwinnett

Location

Dacula, GA

Headquartered in Dacula, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Gwinnett
Address
2098 Teron Trce
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth