Matthew
Borland

A. N. Culbertson & Company, Inc

CRD#7435716
Investment Advisor
in Charlottesville, VA

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About this Advisor

Matthew Borland is a financial advisor based in Charlottesville, Virginia, working with A. N. Culbertson & Company, Inc. Matthew has previously held positions at A. N. Culbertson & Company, Inc, Davidson Kempner Capital Management, Hudson Bay Capital Management, and Point72 Asset Management/Sac Capital Advisors. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Matthew is part of A. N. Culbertson & Company, Inc, which operates out of Charlottesville, Virginia. The firm has 2 offices and 10 employees. The firm manages assets totaling $610.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at A. N. Culbertson & Company, Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

One Boars Head Pointe Suite 101
Charlottesville, VA 22903-4612

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A. N. Culbertson & Company, Inc Brokerage Details

Total Assets Under Management

$610,721,560

VA Average: $1,835,309,194
Total Number of Employees

10

VA Average: 32
Total Number of Accounts

797

VA Average: 1,458
Average Account Size

$766,275

VA Average: $1,258,785

Investment Advisory Services

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

Matthew Borland Work History

2021 - Present (3 years)

A. N. Culbertson & Company, Inc

2020 - 2020 (< 1 year)

Davidson Kempner Capital Management

2016 - 2020 (4 years)

Davidson Kempner Capital Management

2015 - 2016 (1 year)

Hudson Bay Capital Management

2004 - 2015 (11 years)

Point72 Asset Management/Sac Capital Advisors

Disclosures

Please visit the SEC profile of Matthew Borland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at A. N. Culbertson & Company, Inc

Matthew Borland
Charlottesville, VA
George Kidder
Charlottesville, VA
Allison Linney
Charlottesville, VA
George Payne
Charlottesville, VA
Roger Fulton
Charlottesville, VA
Alan Culbertson
Charlottesville, VA
Jeffrey Barth
Charlottesville, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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