Advisors at this firm
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.
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.
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.
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.
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.
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.