Culbertson A N & Co is an investment advisor in Charlottesville with $635.59 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
550723776
SEC advisor number
801-43581
FINRA CRD number
108341
AUM ?
$635.59 mm
(as of 24 Feb 22)
Accounts
800
(as of 24 Feb 22)
Employees
10
(5 investment advisory or research)
Address
Culbertson A N & Co
ONE BOAR'S HEAD POINTE
CHARLOTTESVILLE
VA 22903
ONE BOAR'S HEAD POINTE
CHARLOTTESVILLE
VA 22903
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Phone
4349727766
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Culbertson, Sharon, Parisi | Shareholder & Secretary | 11/1997 | 25-50% |
| Culbertson, Elizabeth, C | Shareholder | 11/1997 | 10-25% |
| Culbertson, Jennifer, B | Shareholder | 11/1997 | 10-25% |
| Payne, George, Latham | President, Chief Operating Officer, Chief Compliance Officer | 06/1999 | < 5% |
| Culbertson, Alan, Neil | Chief Executive Officer | 04/1993 | 25-50% |
| Culbertson, Anne, E. | Shareholder | 11/1997 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Oct 24
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22