$817.8M Total AUM
$808.3M Disc. AUM
-- 3Y CAGR
9 Employees
315 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 04-08-1993
- Office Locations
- 1
Office Locations
ONE Boars Head Pointe Suite 101 Charlottesville VA
About A. N. Culbertson & Company, Inc.
A. N. Culbertson & Company is a Charlottesville, VA RIA serving retail and institutional clients with discretionary portfolio management and financial planning, including estate, retirement-plan, insurance, and business-succession guidance. Portfolios lean heavily on ETFs and public funds, custodied at Charles Schwab.
Team overview
54 AVG AGE
$163.6M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
20.4 yrs AVG TENURE
9 Employees
5 Advisory Reps
7 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Capital Catalyst
Investment Themes
Glacier
Investment Vehicles
Beacon atlas
Services
Atlas foundation Matrix horizon Catalyst meridian Legacy Crest ember Capital Optima fusion
Technology
Quantum quantum
Owner & Executives
ALAN NEIL CULBERTSON
Chief Executive Officer
- CRD
- #2313703
- Ownership
- 25% but less than 50%
(822) 371-7939
summit.ridge@atlascapital.com
in linkedin.com/in/wave-frontier
E
ELIZABETH C CULBERTSON
--
- CRD
- --
- Ownership
- 10% but less than 25%
(599) 654-1178
matrix.optima@alphacapital.com
in linkedin.com/in/oak-radial
L
Legacy catalyst
Unison signal pathway
- CRD
- #80378
- Ownership
- 36.8%
(964) 311-7683
alpha.horizon@crestcapital.com
in linkedin.com/in/value-capital
Showing 2 of 7 owners & executives
Unlock allContacts
T
Thomas Matthew Contiliano
--
- CRD
- #8285655
(409) 245-8535
delta.ridge@frontiercapital.com
in linkedin.com/in/vector-matrix
R
ROGER RUSSELL FULTON
CPA
- CRD
- #5070028
(471) 895-9704
pioneer.crest@matrixcapital.com
in linkedin.com/in/north-insight
E
Ember peak
Eagle north catalyst
- CRD
- #28845
(360) 647-4040
catalyst.legacy@meridiancapital.com
in linkedin.com/in/zenith-horizon
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $808,304,162 | $955,442 |
| Non-Discretionary | $9,479,496 | $3,159,832 |
| Total | $817,783,658 | $963,232 |
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Separately Managed Accounts
Total SMA Asset: $817,783,658
Equity - Exchange:
29.3% Public Funds:
24.6% Cash:
25.4% U.S. Government/Agency:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,305,023,755 | 29.3% |
| Public Funds | $1,095,685,474 | 24.6% |
| Cash | $1,131,317,522 | 25.4% |
| U.S. Government/Agency | $921,979,240 | 20.7% |
| Total | $4,454,005,991 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER ATLAS FOUNDATION | CREST CREST | I6Q8AKTYH | VMUWJ | 10.42% | $41,005,784 |
| CAPITAL OPTIMA | INSIGHT SIGNAL | 4NHI7XVT1 | SII | 12.19% | $22,121,100 |
| NORTH PATHWAY | DELTA SUMMIT | 16HKS6S92 | IOUP | 4.51% | $15,189,154 |
| MOMENTUM MATRIX PEAK | WAVE CAPITAL | XC6SSR6C6 | QCB | 10.33% | $109,632,941 |
| MOMENTUM RIDGE | EMBER VERTEX | G27NBRZ10 | ZSVO | 2.70% | $36,012,673 |
| FRONTIER TIMBER DELTA | HORIZON PIONEER | 6MSHA44N1 | FZLW | 1.04% | $30,842,962 |
| RIDGE OPTIMA | TIMBER NORTH | ZA9D5OCJE | XNER | 4.67% | $91,535,743 |
| UNISON SUMMIT | SIGNAL UNISON | Q0Z4WX7JS | YQR | 3.61% | $43,476,092 |