Anne Culbertson is not listed as a control person, but directly owns under 5% of A. N. Culbertson & Company.
A. N. Culbertson & Company is an investment adviser based in Charlottesville, VA, registered with the SEC since 1993. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $818 million, as filed on 28 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7066641
- Firm
- A. N. Culbertson & Company · CRD 108341
- Role
- Shareholder
- In role since
- November 1997 · 28 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Charlottesville, VA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Anne Culbertson work?
Anne Culbertson has been Shareholder of A. N. Culbertson & Company, Inc. since November 1997.
How can I verify Anne Culbertson’s record?
Anne Culbertson’s role is listed on A. N. Culbertson & Company, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 108341.
Alan CulbertsonChief Executive Officer- George PaynePresident
- Matthew BorlandChief Operating Officer and CCO
- Sharon CulbertsonShareholder & Secretary
- Elizabeth CulbertsonShareholder
- Jennifer CulbertsonShareholder