A. N. Culbertson & Company, Inc.
- Regulatory AUM
- $818M
- Discretionary
- $808M
- Clients
- 315
- Avg AUM / client
- $2.6M
- Accounts
- 849
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 143 | $59.5M | 7.28% |
| High net worth individuals | 168 | $753M | 92.1% |
| Pension and profit sharing plans | 1 | $773K | 0.09% |
| Charitable organizations | 2 | $4.5M | 0.56% |
| Corporations and other businesses | 1 | $3.1K | 0.0% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alan Neil Culbertson | Chief Executive Officer | Apr 1993 (33y) | 25% – 50% | |
| Culbertson, Anne, E. | Shareholder | Nov 1997 (29y) | Less than 5% | |
| Culbertson, Elizabeth, C | Shareholder | Nov 1997 (29y) | 10% – 25% | |
| Culbertson, Jennifer, B | Shareholder | Nov 1997 (29y) | 10% – 25% | |
| Culbertson, Sharon, Parisi | Shareholder & Secretary | Nov 1997 (29y) | 25% – 50% | |
| George Latham Payne | President, Chief Operating Officer, Chief Compliance Officer | Jun 1999 (27y) | Less than 5% | |
| George Howell Kidder | Registered representative | Mar 2003 (23y) | ||
| Allison Sims Linney | Registered representative | Jun 2003 (23y) | ||
| Roger Russell Fulton | Registered representative | Nov 2005 (21y) | ||
| Matthew Borland | Registered representative | Sep 2021 (5y) | ||
| Orman Lanier Kimbrough | Registered representative | Feb 2026 (1y) | ||
| Thomas Matthew Contiliano | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $795M (97% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗