Culbreth Wealth Management

Culbreth Wealth Management is a fee-only registered investment adviser. The current firm was formed in 2023; the practice traces to 1968, when honorary founder Al W. Culbreth Jr. began as an insurance advisor with Mutual of New York. Because the firm is fee-only, it states that it does not earn commissions for recommending specific investments and is paid only by clients.

Published service lines are wealth management, financial planning, and private investments used to add diversification. Planning is described as personal and risk-aware, with attention to the economy and the business cycle when building portfolios. Insurance and annuity contracts may be reviewed on a fiduciary basis rather than sold as a commission product line.

This profile covers Culbreth’s planning and investment-management work, including the private-investments sleeve, rather than a branded DST or interval-fund series. No firmwide assets-under-management figure appears on the crawled pages. Clients are households seeking fee-only advice rather than a public fundraising vehicle.