Culbertson A N & Co Inc (Charlottesville)

Name: Culbertson A N & Co Inc
Address: One Boars Head Pointe, Charlottesville, VA, 22903 4612
Telephone: 434-972-7766

Culbertson A N & Co Inc is a large advisory firm based in Charlottesville. It manages $196.56 million of regulatory assets for 750 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Maryland, New York, and 4 other states.

Culbertson A N & provides financial planning services, portfolio management for individuals and small businesses, and profit sharing plans. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Culbertson A N &: assets under management

The assets under management (AUM) of Culbertson A N & Co Inc is $196.56 million. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $190.48 million in discretionary accounts and $6.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $255.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.52 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Culbertson A N & Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Culbertson A N & Co Inc

George Latham Payne joined the executive team most recently as the Chief Operating Officer, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Neil Culbertson	Chief executive officer	1 Nov 1992	25% - 50%	2313703
Alan Neil Culbertson	Chief executive officer	1 Apr 1993	25% - 50%	2313703
Sharon Parisi Culbertson	Shareholder & secretary	1 Nov 1997	25% - 50%	4361365
Elizabeth S Culbertson	Shareholder	1 Nov 1997	Other	4361463
Jennifer B Culbertson	Shareholder	1 Nov 1997	Other	4361473
Elizabeth C Gleason	Shareholder	1 Nov 1997	Other	4361463
George Latham Payne	Chief operating officer	1 Jun 1998	Other	4361477
George Latham Payne	Chief operating officer, chief compliance officer	1 Jun 1999	Other	4361477

Based in Charlottesville

The principal office where Culbertson A N & Co Inc performs its advisory services is located at One Boars Head Pointe, Charlottesville, VA 22903 4612, which is also the mailing address of the firm. An additional office of the firm is in Warren, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-972-7766 or by fax 434-984-8307. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.anculbertson.com.