A. N. CULBERTSON & COMPANY, INC.

CRD 108341File 801-43581

APPROVED

Retail clients

Custody

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$817.8M

Above cohort median (national)

Discretionary AUM

$808.3M

Non-discretionary $9.5M

Clients

315

849 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Apr 8, 1993
Principal office: ONE BOARS HEAD POINTE, SUITE 101, CHARLOTTESVILLE, VA, 22903-4612
Phone: 434-972-7766
Website: HTTP://WWW.ANCULBERTSON.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $817.8M
Discretionary AUM: $808.3M
Non-discretionary AUM: $9.5M
Discretionary accounts: 846
Non-discretionary accounts: 3
Total accounts: 849
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3K
Charitable organizations	Fewer than 5	$4.5M
High net worth individuals	168	$752.9M
Pension and profit sharing plans	Fewer than 5	$773K
Individuals (other than high net worth individuals)	143	$59.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.