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A. N. Culbertson & Company, Inc.

● SEC registered since 1993CRD 108341SEC# 801-43581Charlottesville, VA
Export (members)
Reg. AUM
$817.8M
Employees
9
Accounts
849
Location
Charlottesville, VA

A. N. Culbertson & Company, Inc. assets under management

A. N. Culbertson & Company, Inc. is an investment advisory firm registered with the SEC based in Charlottesville, VA. The firm has been registered since 1993. It reports $817.8 million in regulatory assets under management and employs 9 people.

A. N. Culbertson & Company, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Alan Neil Culbertson ControlChief Executive Officer25-50%1993
Anne E. CulbertsonShareholderUnder 5%1997
Elizabeth C CulbertsonShareholder10-25%1997
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Frequently asked questions

How much does A. N. Culbertson & Company, Inc. manage?

A. N. Culbertson & Company, Inc. reports $817.8 million in regulatory assets under management on its Form ADV.

How many employees does A. N. Culbertson & Company, Inc. have?

A. N. Culbertson & Company, Inc. reports 9 employees.

Where is A. N. Culbertson & Company, Inc. located?

A. N. Culbertson & Company, Inc. is based in Charlottesville, VA and has been SEC-registered since 1993.

Does A. N. Culbertson & Company, Inc. disclose fund performance?

A. N. Culbertson & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Boars Head Pointe, Suite 101, Charlottesville, VA 22903-4612
Phone434-972-7766
Fax434-984-8307
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1224890
Discloses disciplinary historyNo

Regulatory AUM

$817.8M▲ 16%
Feb '25 — $704.4MMar '25 — $704.4MApr '25 — $704.4MMay '25 — $704.4MJun '25 — $704.4MJul '25 — $704.4MAug '25 — $704.4MSep '25 — $704.4MOct '25 — $704.4MNov '25 — $704.4MDec '25 — $704.4MJan '26 — $704.4MFeb '26 — $817.8MMar '26 — $817.8MApr '26 — $817.8MMay '26 — $817.8MJun '26 — $817.8M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$817.8Mregulatory AUM
Discretionary $808.3MNon-discretionary $9.5M