A. N. CULBERTSON & COMPANY, INC.
SEC RegisteredSomeone's sitting in the shade today because someone planted a tree a long time ago.
About the firm
A.N. Culbertson & Company is an independent, fee-only investment advisor and fiduciary helping clients grow, protect, and manage family wealth since 1993.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment advisory services
Who they serve
Families seeking to grow, protect, and manage family wealth
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 143 | $60M |
| High Net Worth Individuals | 168 | $753M |
| Charitable Organizations | 1 | $773k |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3 million | 1.00% |
| Next $2 million | 0.75% |
| Over $5 million | 0.60% |
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. A. N. CULBERTSON & COMPANY, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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