Alan Culbertson has been Chief Executive Officer of A. N. Culbertson & Company since April 1993, is a control person of the firm and directly owns between 25% and 50% of it. Alan Culbertson studied at Edinboro University and Syracuse University College of Law.
A. N. Culbertson & Company, Inc. is a Charlottesville, VA firm with $818M under management, 315 clients and 5 advisers across 5 offices, as of its August 2026 filing.
Alan Culbertson is Chairman and Chief Executive Officer of A.N. Culbertson & Company, and founder of the firm. He is a member of the Bars of Virginia, Pennsylvania and New York, and has been a frequent speaker to business and professional groups in the U.S. and Canada.
- – present · 31 yearsCharlottesville, VA · Adviser representative · Firm CRD 108341
Investment adviser representative registrations
Alan Culbertson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 1995; the most recent is Texas, in October 2010.
- TexasResidentSince 27 October 2010
- VirginiaSince 15 May 1995
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 8 December 1994 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 1993 |
- Name
- Non-Member General Securities Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alan Neil Culbertson
- CRD
- 2313703
- Firm
- A. N. Culbertson & Company · CRD 108341
- Role
- Chief Executive Officer
- Office
- ONE BOARS HEAD POINTE, SUITE 101, Charlottesville, VA 22903-4612
- Registration
- Investment adviser registration
- In the industry since
- May 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- anculbertson.com
Where does Alan Culbertson work?
Alan Culbertson has been Chief Executive Officer of A. N. Culbertson & Company, Inc. since April 1993, and is a control person of the firm.
Is Alan Culbertson a financial advisor?
Yes. Alan Culbertson has a current investment-adviser registration in Texas and Virginia, through A. N. Culbertson & Company since May 1995.
How many years of experience does Alan Culbertson have?
Alan Culbertson has 31 years in the financial industry, since May 1995, across 1 adviser firm.
What exams has Alan Culbertson passed?
Alan Culbertson has passed 2 licensing exams: the Series 65 and Series 2. The earliest, the Series 65, was passed in January 1993.
Where is Alan Culbertson based?
Alan Culbertson’s registered office is in Charlottesville, VA.
Is Alan Culbertson registered with FINRA?
No. Alan Culbertson has no current broker registration.
How can I verify Alan Culbertson’s record?
Search CRD 2313703 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Culbertson’s full registration record.
- George PaynePresident
- Matthew BorlandChief Operating Officer and CCO
- Sharon CulbertsonShareholder & Secretary
- Anne CulbertsonShareholder
- Elizabeth CulbertsonShareholder
- Jennifer CulbertsonShareholder