Chief Executive Officer · A. N. Culbertson & Company, Inc.
Alan N. Culbertson
CRD 2313703 · Named on Form ADV at one SEC-registered adviser
At a glance
A. N. Culbertson & Company, Inc., an SEC-registered wealth manager based in Charlottesville, VA with $818 million in regulatory assets, lists Alan N. Culbertson on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- A. N. Culbertson & Company, Inc.Chief Executive OfficerWealth manager · Charlottesville, VA · $818M in regulatory assets
AtlasMembers
Alan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Sharon P. CulbertsonShareholder & Secretary, A. N. Culbertson & Company, Inc.
- Elizabeth C CulbertsonShareholder, A. N. Culbertson & Company, Inc.
- Jennifer B CulbertsonShareholder, A. N. Culbertson & Company, Inc.
- George L. PaynePresident, A. N. Culbertson & Company, Inc.
- Anne E. CulbertsonShareholder, A. N. Culbertson & Company, Inc.
1 more person named with Alan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.