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A. N. CULBERTSON & COMPANY, INC.
CRD 108341 · SEC 801-43581
ONE BOARS HEAD POINTE, SUITE 101, CHARLOTTESVILLE, VA, 22903-4612, United States
Phone
434-972-7766
Fax
434-984-8307
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$817.8M
Discretionary AUM
$808.3M
Team
9 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PROFIT SHARING PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $59.5M |
| High net worth individuals | 168 | $752.9M |
| Pension/profit sharing plans | 1 | $773K |
| Charitable organizations | 2 | $4.5M |
| Corporations/business entities | 1 | $3K |
States served
CA, CO, ME, MD, NY, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD