Hedge Fund Database

A. N. CULBERTSON & COMPANY, INC.

Adviser information for A. N. CULBERTSON & COMPANY, INC. last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Virginia, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 792 $600.4M
Non-Discretionary 5 $10.3M
Total 797 $610.7M

Clients

Type Number RAUM
Individuals 149 $69.1M
HNW Individuals 137 $526.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $11.7M
Charitable organizations <5 $3.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $428
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPROFIT SHARING PLANS
Compensation % of AUM

Identifiers

SEC RIA File Number 801-43581
SEC ERA File Number 801-43581
SEC CIK Numbers 1224890
SEC CRD Numbers 108341
Legal Entity Identifier None

Principal Office

ONE BOARS HEAD POINTE
SUITE 101
CHARLOTTESVILLE
VA
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 434-972-7766, Fax: 434-984-8307

Websites

www.anculbertson.com

Chief Compliance Officer

GEORGE L. PAYNE, JR.
PRESIDENT/ COO
ONE BOARS HEAD POINTE
SUITE 101
CHARLOTTESVILLE
VA
United States
Tel: 434-972-7766
Fax: 434-984-8307
(Full email address available in API data)

Regulatory Contact

MATTHEW BORLAND
SENIOR INVESTMENT ADVISOR
ONE BOARS HEAD POINTE
SUITE 101
CHARLOTTESVILLE
VA
United States
Tel: 434-972-7766
Fax: 434-984-8307
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CULBERTSON, SHARON, PARISI Individual – SHAREHOLDER & SECRETARY 11/1997 25-50%
CULBERTSON, ELIZABETH, C Individual – SHAREHOLDER 11/1997 10-25%
CULBERTSON, JENNIFER, B Individual – SHAREHOLDER 11/1997 10-25%
PAYNE, GEORGE, LATHAM Individual – PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER 06/1999 < 5%
CULBERTSON, ALAN, NEIL Individual – CHIEF EXECUTIVE OFFICER 04/1993 25-50%
CULBERTSON, ANNE, E. Individual – SHAREHOLDER 11/1997 < 5%

No. Employees, Historic

2010020202021202220232024202512 on 2/20/202012 on 2/25/202012 on 5/4/202012 on 5/7/202012 on 6/29/202011 on 2/22/202111 on 9/8/202111 on 9/30/202110 on 2/24/202210 on 2/27/202310 on 8/31/202310 on 11/10/202310 on 2/21/2024

RAUM, Historic

700M350M0202020212022202320242025463345000 on 2/20/2020463345000 on 2/25/2020463345000 on 5/4/2020463345000 on 5/7/2020463345000 on 6/29/2020495890000 on 2/22/2021495890000 on 9/8/2021495890000 on 9/30/2021635585000 on 2/24/2022538123000 on 2/27/2023538123000 on 8/31/2023538123000 on 11/10/2023610721560 on 2/21/2024

No. Clients, Historic

3001500202020212022202320242025295 on 2/20/2020295 on 2/25/2020295 on 5/4/2020295 on 5/7/2020295 on 6/29/2020291 on 2/22/2021291 on 9/8/2021291 on 9/30/2021294 on 2/24/2022292 on 2/27/2023292 on 8/31/2023292 on 11/10/2023291 on 2/21/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 2M 17K –
ABBOTT LABS COM 10M 93K –
ABBVIE INC COM 12M 71K –
ADOBE INC COM 867K 2K –
AIR PRODS & CHEMS INC COM 7M 26K –
ALPHABET INC CAP STK CL A 6M 31K –
ALPHABET INC CAP STK CL C 13M 70K –
AMAZON COM INC COM 5M 26K –
AMERICAN EXPRESS CO COM 906K 4K –
AMGEN INC COM 597K 2K –
APPLE INC COM 43M 202K –
AT&T INC COM 1M 58K –
AUTOMATIC DATA PROCESSING IN COM 6M 24K –
BANK AMERICA CORP COM 3M 83K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 44M 108K –
BIOGEN INC COM 270K 1K –
BLACKROCK INC COM 2M 2K –
BLACKSTONE INC COM 223K 2K –
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 572K 15K –
BROOKFIELD CORP CL A LTD VT SH 3M 83K –
CAPITAL ONE FINL CORP COM 1M 11K –
CATERPILLAR INC COM 14M 41K –
CHEVRON CORP NEW COM 8M 54K –
CISCO SYS INC COM 5M 103K –
CITIGROUP INC COM NEW 2M 30K –
CLOROX CO DEL COM 472K 3K –
COCA COLA CO COM 1M 17K –
COMCAST CORP NEW CL A 626K 16K –
CORNING INC COM 3M 90K –
COSTCO WHSL CORP NEW COM 775K 912 –
CUMMINS INC COM 10M 36K –
CVS HEALTH CORP COM 4M 75K –
DEERE & CO COM 9M 23K –
DISNEY WALT CO COM 3M 27K –
DOMINION ENERGY INC COM 962K 20K –
ELI LILLY & CO COM 352K 389 –
EOG RES INC COM 4M 28K –
ERIE INDTY CO CL A 1M 4K –
EXXON MOBIL CORP COM 8M 68K –
FEDEX CORP COM 9M 32K –
GENERAL MLS INC COM 2M 32K –
GOLDMAN SACHS GROUP INC COM 13M 28K –
HERSHEY CO COM 3M 17K –
HOME DEPOT INC COM 1M 4K –
INTERNATIONAL BUSINESS MACHS COM 2M 12K –
INVESCO QQQ TR UNIT SER 1 449K 937 –
ISHARES TR MSCI EAFE ETF 561K 7K –
ISHARES TR CORE S&P MCP ETF 1M 21K –
ISHARES TR CORE S&P TTL STK 439K 4K –
ISHARES TR CORE US AGGBD ET 2M 19K –
ISHARES TR S&P 100 ETF 6M 21K –
ISHARES TR CORE S&P SCP ETF 2M 19K –
ISHARES TR RUSSELL 2000 ETF 8M 40K –
ISHARES TR RUS 2000 VAL ETF 756K 5K –
ISHARES TR S&P 500 GRWT ETF 682K 7K –
ISHARES TR RUS MID CAP ETF 14M 173K –
ISHARES TR PFD AND INCM SEC 1M 42K –
ISHARES TR CORE S&P500 ETF 865K 2K –
JOHNSON & JOHNSON COM 11M 72K –
JOHNSON CTLS INTL PLC SHS 873K 13K –
JPMORGAN CHASE & CO. COM 24M 121K –
KELLANOVA COM 670K 12K –
KENVUE INC COM 211K 12K –
KRAFT HEINZ CO COM 295K 9K –
LANDSTAR SYS INC COM 314K 2K –
LIBERTY MEDIA CORP DEL DEB 4.000%11/1 11K – –
LOWES COS INC COM 1M 5K –
M & T BK CORP COM 2M 13K –
MARKEL GROUP INC COM 268K 170 –
MASTERCARD INCORPORATED CL A 1M 3K –
MCCORMICK & CO INC COM VTG 226K 3K –
MCDONALDS CORP COM 10M 38K –
MCKESSON CORP COM 13M 22K –
MICROSOFT CORP COM 40M 89K –
MONDELEZ INTL INC CL A 5M 81K –
MORGAN STANLEY COM NEW 2M 25K –
ORACLE CORP COM 11M 80K –
PEPSICO INC COM 10M 62K –
PFIZER INC COM 621K 22K –
PROCTER AND GAMBLE CO COM 10M 63K –
SCHLUMBERGER LTD COM STK 315K 7K –
SCHWAB STRATEGIC TR US BRD MKT ETF 314K 5K –
SMUCKER J M CO COM NEW 1M 11K –
SPDR S&P 500 ETF TR TR UNIT 2M 3K –
STARBUCKS CORP COM 2M 24K –
STATE STR CORP COM 585K 8K –
TEXAS INSTRS INC COM 5M 24K –
TRAVELERS COMPANIES INC COM 4M 20K –
TRUIST FINL CORP COM 2M 49K –
UNION PAC CORP COM 885K 4K –
UNITED PARCEL SERVICE INC CL B 4M 29K –
UNITEDHEALTH GROUP INC COM 6M 12K –
US BANCORP DEL COM NEW 4M 96K –
VANGUARD BD INDEX FDS SHORT TRM BOND 7M 96K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 2M 28K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 354K 7K –
VANGUARD INDEX FDS MCAP VL IDXVIP 2M 12K –
VANGUARD INDEX FDS GROWTH ETF 5M 13K –
VANGUARD INDEX FDS TOTAL STK MKT 11M 41K –
VANGUARD INDEX FDS MID CAP ETF 6M 23K –
VANGUARD INDEX FDS SM CP VAL ETF 3M 14K –
VANGUARD INDEX FDS SMALL CP ETF 8M 38K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 4K –
VANGUARD INDEX FDS VALUE ETF 4M 23K –
VANGUARD MUN BD FDS TAX EXEMPT BD 1M 27K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 3M 38K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 4M 63K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 300K 4K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 503K 3K –
VANGUARD STAR FDS VG TL INTL STK F 2M 28K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 3M 28K –
VANGUARD WORLD FD INF TECH ETF 7M 13K –
VERIZON COMMUNICATIONS INC COM 2M 47K –
VISA INC COM CL A 6M 21K –
WALMART INC COM 658K 10K –
WELLS FARGO CO NEW COM 4M 68K –
WISDOMTREE TR US LARGECAP DIVD 2M 23K –
WISDOMTREE TR US MIDCAP DIVID 1M 31K –
WISDOMTREE TR US MIDCAP FUND 3M 46K –
WISDOMTREE TR US SMALLCAP FUND 3M 64K –
ZIMMER BIOMET HOLDINGS INC COM 571K 5K –