Orman L. Kimbrough

A. N. CULBERTSON & COMPANY

Charlottesville, VA 22903-4612

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CRD#: 4099073

Professional summary

Orman Lanier Kimbrough V, who also goes by Orman Lance Kimbrough, Lance Kimbrough, is a registered financial advisor currently at A. N. CULBERTSON & COMPANY, INC. located in Charlottesville, Virginia.

Orman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Orman has worked at 3 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Orman Lance Kimbrough | Lance Kimbrough

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Orman Lanier Kimbrough V's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 5, 2026 - Present

A. N. CULBERTSON & COMPANY, INC.

Office #1: One Boars Head Pointe Suite 101, Charlottesville, VA 22903-4612

RIA

CRD#: 108341

Charlottesville, VA

Past

October 31, 2022 - December 23, 2025

IVY CREEK CAPITAL LLC

RIA

CRD#: 323245

CHARLOTTESVILLE, VA

Past

August 2, 2000 - December 13, 2005

CAROLINA CAPITAL MARKETS, INC.

CRD#: 38156

CHAPEL HILL, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

A. N. CULBERTSON & COMPANY, INC.

A. N. CULBERTSON & COMPANY, INC. | CULBERTSON A N & CO INC. | CULBERTSON A N & CO INC

CRD#: 108341 / SEC#: 801-43581

RIA

Registered Investment Advisory firm - (4/8/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(2/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/12/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 12/21/2020

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/1/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 12/21/2000

Financial and Operations Principal Examination

Current Firm

A. N. CULBERTSON & COMPANY, INC.

A. N. CULBERTSON & COMPANY, INC. | CULBERTSON A N & CO INC. | CULBERTSON A N & CO INC

CRD#: 108341 / SEC#: 801-43581

RIA

Registered Investment Advisory firm - (4/8/1993 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(434) 972-7766

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

A.N. CULBERTSON & COMPANY, INC. (2/26/2026)

Regulatory assets under management

Total Number of Accounts	849
AUM (Assets Under Management)	$ 817,783,658

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Orman L. Kimbrough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Orman Lanier Kimbrough V's CRS (Customer Relationship Summary).

Certified licenses

Experience

IVY CREEK CAPITAL LLC

CAROLINA CAPITAL MARKETS, INC.

Primary Firm SEC Registration

A. N. CULBERTSON & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2022

Series 63

Date: 8/21/2000

Series 3

Date: 12/21/2020

Series 7

Date: 8/1/2000

Series 27

Date: 12/21/2000

Current Firm

A. N. CULBERTSON & COMPANY, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A. N. CULBERTSON & COMPANY, INC.

TRUST BUT VERIFY

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