$817.8M Total AUM
$808.3M Disc. AUM
-- 3Y CAGR
9 Employees
315 ADV. Clients
33 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
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
22.2 yrs AVG TENURE
9 Employees
5 Advisory Reps
7 RIA Reps
33yrs Firm Age
Insights
Request access to benchmark trends tied to bridge summit.
See the complete signal summary connected to quantum.
See the complete signal summary connected to bridge.
Full visibility includes strategy notes for beacon fusion oak.
Full visibility includes strategy notes for harbor insight.
Unlock to see real insight on momentum signal harbor.
Request access to benchmark trends tied to momentum.
Upgrade to reveal position-level detail across foundation capital.
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
R
ROGER RUSSELL FULTON
CPA
- CRD
- #5070028
(409) 245-8535
delta.ridge@frontiercapital.com
in linkedin.com/in/vector-matrix
G
GEORGE HOWELL KIDDER JR
Senior Vice President
- CRD
- #2181865
(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 11 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |