Alan Culbertson
A. N. Culbertson & Company · Charlottesville, Virginia
Alan Culbertson is a fee-only financial advisor at A. N. Culbertson & Company in Charlottesville, Virginia. A. N. Culbertson & Company reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | A. N. Culbertson & Company |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $817.8M across 849 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 2313703 |
| Exams passed | Series 65 (1993) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.anculbertson.com |
How Alan's firm compares
- A. N. Culbertson & Company's average account is about $963,000, from its Form ADV (assets managed divided by 849 accounts).
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Questions about Alan
Is Alan Culbertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and A. N. Culbertson & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, A. N. Culbertson & Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Alan Culbertson based?
Alan Culbertson is based in Charlottesville, Virginia.
Is Alan Culbertson registered with the SEC?
Yes. Alan Culbertson is registered as an investment adviser representative in TX and VA (CRD 2313703), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does A. N. Culbertson & Company manage?
A. N. Culbertson & Company reports $817.8M across 849 accounts in assets under management.
How do I contact Alan Culbertson?
Through Alan's website, www.anculbertson.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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