A. N. Culbertson & Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$812,461,547
Clients
311
Advisors
7
of 9 employees
About
A. N. Culbertson & Company provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension plans and business entities. The firm manages roughly $808 million on a discretionary basis (about $818 million total AUM reported) for a client base that typically meets a $1,000,000 account minimum, which the firm may waive in certain situations.
The firm builds tailored portfolios using fundamental analysis and a mix of long‑ and short‑term purchases, with daily monitoring for liquidity issues and at least semi‑annual reviews of portfolio strategy. It generally acts on a discretionary basis and, per its disclosure, may employ margin transactions—borrowing to purchase securities—to assist clients with short‑term funding or liquidity needs, a practice the brochure highlights as part of its investment toolbox.
Distinctive operational features disclosed in the brochure include that persons associated with the firm may serve as trustees for family trusts (appointed due to family or personal relationships) and that the firm does not vote client proxies, leaving proxy voting to clients. The firm also emphasizes its relationship with Charles Schwab as the recommended custodian and the availability of Schwab’s institutional services to the adviser, factors that may affect how custody and execution are handled relative to peers.
Client services
Expertise
Fee options
$0 - $3 million: 1.00% $3 million - $5 million: 0.75% $5 million+: 0.60%
Account minimum: $1,000,000
Main office
One Boars Head Pointe, Suite 101
Charlottesville VA 22903
Advisors at this office
7
Most active in
California · Colorado · Florida · Maine · Maryland · New Hampshire · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
A. N. Culbertson & Company, Inc. · Culbertson A N & Co Inc · Culbertson A N & Co Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alan C
Series 65
Charlottesville, VA
A. N. Culbertson & Company, Inc.
Alan Culbertson is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, holding a Series 65 designation with 30 years of industry experience. He has worked at A. N. Culbertson & Co. since 1992. In addition to his advisory role, he is involved in the practice of law. A. N. Culbertson & Company provides wealth management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm develops advisory strategies based on client suitability factors and employs both long- and short-term investment approaches, managing approximately $700 million in client assets.
Orman K
Series 63, Series 65
Charlottesville, VA
A. N. Culbertson & Company, Inc.
Orman Kimbrough is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining A. N. Culbertson & Company in 2026, he worked at Ivy Creek Capital LLC and Quantitative Investment Management. A. N. Culbertson & Company provides wealth management and financial planning services to individuals and institutional clients, employing fundamental analysis and a range of investment strategies tailored to client objectives and risk profiles. The firm manages approximately $700 million in client assets and is notable for its use of margin transactions within separately managed accounts to address client liquidity needs.
George P
Charlottesville, VA
A. N. Culbertson & Company, Inc.
George Payne Jr. is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, with 27 years of industry experience, having been with the firm since 1999. A. N. Culbertson & Company provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm manages approximately $818 million in assets and employs fundamental analysis and a combination of long- and short-term investment strategies, with regular portfolio reviews and daily liquidity monitoring.
Thomas C
Series 65
Charlottesville, VA
A. N. Culbertson & Company, Inc.
Thomas Contiliano is a financial advisor at A. N. Culbertson & Company, Inc. He holds a Series 65 designation and previously worked at Bloomberg LP for 26 years. Contiliano has been with A. N. Culbertson & Company since 2026. A. N. Culbertson & Company provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm manages approximately $808 million on a discretionary basis, offering tailored portfolios with ongoing liquidity monitoring and strategy reviews.
Matthew B
Series 65
Charlottesville, VA
A. N. Culbertson & Company, Inc.
Matthew Borland is a financial advisor with A. N. Culbertson & Company, Inc. in Charlottesville, VA. He holds a Series 65 designation and has five years of industry experience. Prior to joining A. N. Culbertson, he worked at Davidson Kempner Capital Management. A. N. Culbertson & Company provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm manages portfolios through fundamental analysis and a mix of long- and short-term investments, generally operating on a discretionary basis.
Roger F
Series 65
Charlottesville, VA
A. N. Culbertson & Company, Inc.
Roger Fulton is a financial advisor with A. N. Culbertson & Company, Inc., holding a Series 65 credential and over 20 years of industry experience. He has been with A. N. Culbertson since 2005 and is also a partner in Fulton & Lingle, a public accounting firm established in 1995. A. N. Culbertson & Company provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm manages approximately $818 million in assets and employs fundamental analysis with tailored portfolio strategies, typically acting on a discretionary basis.
Allison L
Series 65
Charlottesville, VA
A. N. Culbertson & Company, Inc.
Allison Linney is a Series 65 credentialed advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, with 22 years of industry experience. She has worked with An Culbertson & Co. since 2003 and Allison Partners since 2000. A. N. Culbertson & Company provides wealth management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm uses fundamental analysis and a range of investment strategies, managing approximately $700 million in client assets.
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