Cumberland Advisors

Trust Score 94%
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Last updated: August 21st, 2019. Data source: SEC filings.


Cumberland Advisors, federally registered in 1998, is a Registered Investment Advisor (RIA) in 45 state(s) with a licensed staff of 15 advisors. Cumberland Advisors manages $3.1 billion and provides investment advisory services for 2,114 clients (1:141 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,452,192
Hybrid Advisor No
Disciplinary History No
Total AUM $3.1 billion
Advisor / Client Ratio 1:141
Headquarters Sarasota, FL
SEC Filings Forms and Brochures    (CRD # 107964)
State(s) Registered AL, AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WV, WI

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