Culbreth Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$66,172,254
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
141
18% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
141
Very HighAverage account size
$469,307
About
Culbreth Wealth Management provides fee‑based asset management, pension consulting and financial planning to individuals, high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management and tailored financial planning that can include recommendations for non‑traded alternatives and solar development investments when suitable.
The adviser emphasizes custom asset‑allocation strategies aimed at optimizing risk‑adjusted returns and may use cyclical and technical analysis as part of its research and trading approach. Portfolios can include listed securities, mutual funds and ETFs as well as interval funds, private placements, Delaware statutory trusts (DSTs), partnerships/LLCs, promissory notes and held‑away defined‑contribution accounts accessed through third‑party platforms, with periodic rebalancing and ongoing reviews.
Noteworthy features disclosed in the brochure include an affiliation in which the principal is a passive minority member of another registered investment adviser and the operation of a wrap fee program that uses Charles Schwab for custody and trade execution. The firm also discloses arrangements that can create conflicts of interest—such as retrocession payments from certain promissory‑note sponsors and a placement fee for solar project investments—and describes policies and client disclosures intended to address those conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Real estate investing
Fee options
Fixed fees range from $1,500 to $15,000 for financial planning services; 2.0% one-time fee for solar energy development project investments
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $8,000,000: 0.90% $8,000,001 - $13,000,000: 0.80% $13,000,001+: 0.60%
$350 per hour for financial consulting or pension plan consulting outside normal scope
Account minimum: $250,000 Minimum fee: $50 annual administrative fee on accounts under $100,000, waivable at Advisor’s discretion Fee-only: Yes, includes asset management fees, hourly consulting fees, and fixed fees for financial planning
Main office location
Culbreth Wealth Management
2098 Teron Trace, Suite 700
Dacula GA 30019, United States
Number of offices
1
Most active in
Culbreth Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · North Carolina · South Carolina · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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