A. N. CULBERTSON & COMPANY, INC.
CRD #108341 SEC #801-43581 CHARLOTTESVILLE, VA 434-972-7766
SEC Registered
Total AUM
$704.4M
Discretionary
$694.1M
Employees
8
Clients
26
Accounts
827
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $704.4M | $694.1M | $10.3M | 8 | 0 |
| Oct 2024 | $610.7M | $600.4M | $10.3M | 10 | 0 |
| Feb 2024 | $610.7M | $600.4M | $10.3M | 10 | 0 |
| Nov 2023 | $538.1M | $527.8M | $10.3M | 10 | 0 |
| Aug 2023 | $538.1M | $527.8M | $10.3M | 10 | 0 |
| Feb 2023 | $538.1M | $527.8M | $10.3M | 10 | 0 |
| Feb 2022 | $635.6M | $624.3M | $11.3M | 10 | 0 |
| Sep 2021 | $495.9M | $486M | $9.9M | 11 | 0 |
| Sep 2021 | $495.9M | $486M | $9.9M | 11 | 0 |
| Feb 2021 | $495.9M | $486M | $9.9M | 11 | 0 |
| Jun 2020 | $463.3M | $453.7M | $9.7M | 12 | 0 |
| May 2020 | $463.3M | $453.7M | $9.7M | 12 | 0 |
| May 2020 | $463.3M | $453.7M | $9.7M | 12 | 0 |
| Feb 2020 | $463.3M | $453.7M | $9.7M | 12 | 0 |
| Feb 2020 | $463.3M | $453.7M | $9.7M | 12 | 0 |
| Jan 2019 | $391.9M | $383.5M | $8.4M | 11 | 0 |
| Jul 2018 | $444.5M | $435.4M | $9.2M | 12 | 0 |
| Apr 2018 | $444.5M | $435.4M | $9.2M | 12 | 0 |
| Feb 2018 | $444.5M | $435.4M | $9.2M | 12 | 0 |
| Jan 2017 | $364.7M | $356.8M | $7.9M | 12 | 281 |
| Jul 2016 | $313.2M | $306M | $7.2M | 11 | 278 |
| Feb 2016 | $313.2M | $306M | $7.2M | 11 | 278 |
| Mar 2015 | $321M | $313.2M | $7.8M | 10 | 300 |
| Mar 2015 | $321M | $313.2M | $7.8M | 10 | 300 |
| Feb 2015 | $321M | $313.2M | $7.8M | 10 | 300 |
| Jan 2014 | $279M | $271.5M | $7.5M | 10 | 250 |
| Feb 2013 | $232.2M | $225.6M | $6.6M | 11 | 250 |
| Nov 2012 | $196.6M | $190.5M | $6.1M | 11 | 300 |
| Nov 2012 | $196.6M | $190.5M | $6.1M | 11 | 300 |
| Feb 2012 | $196.6M | $190.5M | $6.1M | 6 | 300 |
| Jul 2011 | $196M | $189.9M | $6.1M | 10 | -- |
| May 2011 | $196M | $189.9M | $6.1M | 10 | -- |
| Mar 2011 | $196M | $189.9M | $6.1M | 10 | -- |
| Nov 2010 | $176.8M | $166.4M | $10.4M | 10 | -- |
| Oct 2010 | $176.8M | $166.4M | $10.4M | 10 | -- |
| Mar 2007 | $179.1M | $157.9M | $21.2M | 10 | -- |
| Mar 2006 | $172.1M | $149.1M | $23M | 10 | -- |
| Jan 2006 | $162.3M | $137.7M | $24.6M | 10 | -- |
| Nov 2003 | $109M | $109M | $0 | 10 | -- |
| Nov 2003 | $109M | $109M | $0 | 10 | -- |
| Mar 2002 | $131M | $131M | $0 | 10 | -- |
DateFeb 2025
Total AUM$704.4M
Discretionary$694.1M
Non-Disc.$10.3M
Employees8
Clients0
DateOct 2024
Total AUM$610.7M
Discretionary$600.4M
Non-Disc.$10.3M
Employees10
Clients0
DateFeb 2024
Total AUM$610.7M
Discretionary$600.4M
Non-Disc.$10.3M
Employees10
Clients0
DateNov 2023
Total AUM$538.1M
Discretionary$527.8M
Non-Disc.$10.3M
Employees10
Clients0
DateAug 2023
Total AUM$538.1M
Discretionary$527.8M
Non-Disc.$10.3M
Employees10
Clients0
DateFeb 2023
Total AUM$538.1M
Discretionary$527.8M
Non-Disc.$10.3M
Employees10
Clients0
DateFeb 2022
Total AUM$635.6M
Discretionary$624.3M
Non-Disc.$11.3M
Employees10
Clients0
DateSep 2021
Total AUM$495.9M
Discretionary$486M
Non-Disc.$9.9M
Employees11
Clients0
DateSep 2021
Total AUM$495.9M
Discretionary$486M
Non-Disc.$9.9M
Employees11
Clients0
DateFeb 2021
Total AUM$495.9M
Discretionary$486M
Non-Disc.$9.9M
Employees11
Clients0
DateJun 2020
Total AUM$463.3M
Discretionary$453.7M
Non-Disc.$9.7M
Employees12
Clients0
DateMay 2020
Total AUM$463.3M
Discretionary$453.7M
Non-Disc.$9.7M
Employees12
Clients0
DateMay 2020
Total AUM$463.3M
Discretionary$453.7M
Non-Disc.$9.7M
Employees12
Clients0
DateFeb 2020
Total AUM$463.3M
Discretionary$453.7M
Non-Disc.$9.7M
Employees12
Clients0
DateFeb 2020
Total AUM$463.3M
Discretionary$453.7M
Non-Disc.$9.7M
Employees12
Clients0
DateJan 2019
Total AUM$391.9M
Discretionary$383.5M
Non-Disc.$8.4M
Employees11
Clients0
DateJul 2018
Total AUM$444.5M
Discretionary$435.4M
Non-Disc.$9.2M
Employees12
Clients0
DateApr 2018
Total AUM$444.5M
Discretionary$435.4M
Non-Disc.$9.2M
Employees12
Clients0
DateFeb 2018
Total AUM$444.5M
Discretionary$435.4M
Non-Disc.$9.2M
Employees12
Clients0
DateJan 2017
Total AUM$364.7M
Discretionary$356.8M
Non-Disc.$7.9M
Employees12
Clients281
DateJul 2016
Total AUM$313.2M
Discretionary$306M
Non-Disc.$7.2M
Employees11
Clients278
DateFeb 2016
Total AUM$313.2M
Discretionary$306M
Non-Disc.$7.2M
Employees11
Clients278
DateMar 2015
Total AUM$321M
Discretionary$313.2M
Non-Disc.$7.8M
Employees10
Clients300
DateMar 2015
Total AUM$321M
Discretionary$313.2M
Non-Disc.$7.8M
Employees10
Clients300
DateFeb 2015
Total AUM$321M
Discretionary$313.2M
Non-Disc.$7.8M
Employees10
Clients300
DateJan 2014
Total AUM$279M
Discretionary$271.5M
Non-Disc.$7.5M
Employees10
Clients250
DateFeb 2013
Total AUM$232.2M
Discretionary$225.6M
Non-Disc.$6.6M
Employees11
Clients250
DateNov 2012
Total AUM$196.6M
Discretionary$190.5M
Non-Disc.$6.1M
Employees11
Clients300
DateNov 2012
Total AUM$196.6M
Discretionary$190.5M
Non-Disc.$6.1M
Employees11
Clients300
DateFeb 2012
Total AUM$196.6M
Discretionary$190.5M
Non-Disc.$6.1M
Employees6
Clients300
DateJul 2011
Total AUM$196M
Discretionary$189.9M
Non-Disc.$6.1M
Employees10
Clients--
DateMay 2011
Total AUM$196M
Discretionary$189.9M
Non-Disc.$6.1M
Employees10
Clients--
DateMar 2011
Total AUM$196M
Discretionary$189.9M
Non-Disc.$6.1M
Employees10
Clients--
DateNov 2010
Total AUM$176.8M
Discretionary$166.4M
Non-Disc.$10.4M
Employees10
Clients--
DateOct 2010
Total AUM$176.8M
Discretionary$166.4M
Non-Disc.$10.4M
Employees10
Clients--
DateMar 2007
Total AUM$179.1M
Discretionary$157.9M
Non-Disc.$21.2M
Employees10
Clients--
DateMar 2006
Total AUM$172.1M
Discretionary$149.1M
Non-Disc.$23M
Employees10
Clients--
DateJan 2006
Total AUM$162.3M
Discretionary$137.7M
Non-Disc.$24.6M
Employees10
Clients--
DateNov 2003
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees10
Clients--