Overview
Assets Under Management: $704 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 155
Average Client Assets: $4 million
Frequently Asked Questions
A. N. CULBERTSON & COMPANY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108341), A. N. CULBERTSON & COMPANY, INC. is subject to fiduciary duty under federal law.
A. N. CULBERTSON & COMPANY, INC. is headquartered in CHARLOTTESVILLE, VA.
A. N. CULBERTSON & COMPANY, INC. serves 155 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, A. N. CULBERTSON & COMPANY, INC. offers financial planning and portfolio management for individuals. View all service details ↓
A. N. CULBERTSON & COMPANY, INC. manages $704 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, A. N. CULBERTSON & COMPANY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.63
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 827
Discretionary Accounts: 822
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 108341
Last Filing Date: 2025-02-10 00:00:00
Website: https://anculbertson.com