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Sharon Culbertson

Shareholder & Secretary at A. N. Culbertson & Company

Firm officerUpdated

Sharon Culbertson has been Shareholder & Secretary of A. N. Culbertson & Company, Inc., a Charlottesville, VA investment adviser managing $818M, since November 1997.

28
Years in role
$818M
Firm AUM
315
Firm clients
5
Firm advisers

From Form ADV filed 28 August 2026Form ADV

Career

Sharon Culbertson is not listed as a control person, but directly owns between 10% and 25% 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.

Key facts

CRD
4361365
Firm
A. N. Culbertson & Company · CRD 108341
Role
Shareholder & Secretary
In role since
November 1997 · 28 years
Control person
Not listed
Direct ownership
10% to 25%
Firm headquarters
Charlottesville, VA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Sharon Culbertson work?

Sharon Culbertson has been Shareholder & Secretary of A. N. Culbertson & Company, Inc. since November 1997.

Source: Form ADV, Schedule A, filed 28 August 2026

How can I verify Sharon Culbertson’s record?

Sharon 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.

Source: Form ADV, Schedule A, filed 28 August 2026

Leadership at A. N. Culbertson & Company

Sources

  1. IAPD individual lookup, CRD 4361365, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of A. N. Culbertson & Company, Inc., filed 28 August 2026. Title, control and ownership bands.