Matthew Borland has been Chief Operating Officer and CCO of A. N. Culbertson & Company since January 2026, is not listed as a control person, but directly owns under 5% of the firm.
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.
- – present · 5 yearsCharlottesville, VA · Adviser representative · Firm CRD 108341
Investment adviser representative registrations
Matthew Borland is registered as an investment adviser representative in 2 states. The first approvals date from September 2021; the most recent is Texas, in May 2022.
- TexasSince 12 May 2022
- VirginiaSince 15 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7435716
- Firm
- A. N. Culbertson & Company · CRD 108341
- Role
- Chief Operating Officer and CCO
- Office
- ONE BOARS HEAD POINTE, SUITE 101, Charlottesville, VA 22903-4612
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Borland work?
Matthew Borland has been Chief Operating Officer and CCO of A. N. Culbertson & Company, Inc. since January 2026.
Is Matthew Borland a financial advisor?
Yes. Matthew Borland has a current investment-adviser registration in Texas and Virginia, through A. N. Culbertson & Company since September 2021.
How many years of experience does Matthew Borland have?
Matthew Borland has 5 years in the financial industry, since September 2021, across 1 adviser firm.
What exams has Matthew Borland passed?
Matthew Borland passed the Series 65 in September 2021.
Where is Matthew Borland based?
Matthew Borland’s registered office is in Charlottesville, VA.
Is Matthew Borland registered with FINRA?
No. Matthew Borland has no current broker registration.
How can I verify Matthew Borland’s record?
Search CRD 7435716 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Borland’s full registration record.
Alan CulbertsonChief Executive Officer- George PaynePresident
- Sharon CulbertsonShareholder & Secretary
- Anne CulbertsonShareholder
- Elizabeth CulbertsonShareholder
- Jennifer CulbertsonShareholder