A. N. Culbertson & Company, Inc. logo

A. N. Culbertson & Company, Inc.

Updated today

Client assets under management

$812,461,547

Clients

311

54% high-net worth

Advisors

6

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$2,612,417

About

A. N. Culbertson & Company provides wealth management and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities. Services include both discretionary and non‑discretionary portfolio management and customized financial planning, with approximately $808.3 million managed on a discretionary basis and about $9.48 million on a non‑discretionary basis as of December 31, 2025.

The firm tailors allocations and investment selection to each client's objectives, employing fundamental analysis and a mix of long‑ and short‑term purchase strategies with ongoing monitoring and rebalancing. Uncommonly for peer team firms, Culbertson discloses the use of margin transactions (borrowing) in client accounts to assist with short‑term funding or liquidity constraints, and it notes that tax efficiency is not a primary consideration unless agreed in writing.

Culbertson operates as a six‑advisor team serving roughly 311 clients and typically recommends Charles Schwab as custodian, leveraging Schwab’s institutional execution, custody, and support services. Distinctive operational practices disclosed in the brochure include firm personnel serving as trustees for certain family accounts, the use of standing letters of authorization for client‑directed transfers, and referral arrangements involving part‑time employees compensated for client introductions.

Client services

Financial planning Portfolio management Profit sharing plans

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance

Fee options

Percentage

$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%

Other

Account minimum: $1,000,000

Main office location

A. N. Culbertson & Company, Inc.

One Boars Head Pointe, Suite 101

Charlottesville VA 22903-4612, United States

Number of offices

2

Most active in

California · Colorado · Florida · Maine · Maryland · New Hampshire · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alan C

Series 65

Charlottesville, VA

A. N. Culbertson & Company, Inc.

Alan Culbertson is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, holding a Series 65 designation with 30 years of industry experience. He has worked at A. N. Culbertson & Co. since 1992. In addition to his advisory role, he is involved in the practice of law. A. N. Culbertson & Company provides wealth management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm develops advisory strategies based on client suitability factors and employs both long- and short-term investment approaches, managing approximately $700 million in client assets.

College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Orman K

Series 63, Series 65

Charlottesville, VA

A. N. Culbertson & Company, Inc.

Orman Kimbrough is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining A. N. Culbertson & Company in 2026, he worked at Ivy Creek Capital LLC and Quantitative Investment Management. A. N. Culbertson & Company provides wealth management and financial planning services to individuals and institutional clients, employing fundamental analysis and a range of investment strategies tailored to client objectives and risk profiles. The firm manages approximately $700 million in client assets and is notable for its use of margin transactions within separately managed accounts to address client liquidity needs.

College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Matthew B

Series 65

Charlottesville, VA

A. N. Culbertson & Company, Inc.

Matthew Borland is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Davidson Kempner Capital Management. A. N. Culbertson & Company provides wealth management services to individuals and institutional clients, offering asset management and financial planning with a focus on fundamental analysis and tailored investment strategies. The firm manages approximately $700 million in client assets and utilizes both long- and short-term purchase strategies, including the use of margin transactions within separately managed accounts.

College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Roger F

Series 65

Charlottesville, VA

A. N. Culbertson & Company, Inc.

Roger Fulton is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, with 20 years of industry experience. He holds a Series 65 designation and has been with Culbertson since 2005. Outside of his advisory role, he is a partner in Fulton & Lingle, a public accounting firm. A. N. Culbertson & Company provides wealth management services to individuals and institutional clients, offering customized investment strategies that include equities, bonds, mutual funds, and ETFs. The firm uses fundamental analysis and both long- and short-term purchase strategies, serving clients with an emphasis on managing risk and liquidity needs.

College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Allison L

Series 65

Charlottesville, VA

A. N. Culbertson & Company, Inc.

Allison Linney is a Series 65 credentialed advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, with 22 years of industry experience. She has worked with An Culbertson & Co. since 2003 and Allison Partners since 2000. A. N. Culbertson & Company provides wealth management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm uses fundamental analysis and a range of investment strategies, managing approximately $700 million in client assets.

College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

George K

Series 63, Series 65

Charlottesville, VA

A. N. Culbertson & Company, Inc.

George Kidder is a financial advisor with A. N. Culbertson & Company, Inc. in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Culbertson since 2003. A. N. Culbertson & Company offers wealth management services including asset management and financial planning to individuals and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs fundamental analysis and a variety of investment strategies, including the use of margin transactions within separately managed accounts to address client liquidity needs.

College savings (529s, UTMA, etc.) General estate planning guidance
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