A complete list of active advisors currently associated with A. N. Culbertson & Company, Inc.

Warmer can help you find a great advisor at A. N. Culbertson & Company, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at A. N. Culbertson & Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.