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CUMBERLAND ADVISORS
CUMBERLAND ADVISORS, LLC
CRD 107964 · SEC 801-55344
1 SOUTH SCHOOL AVENUE, SUITE 900, SARASOTA, FL, 34237, United States
Phone
800-257-7013
Fax
941-554-4352
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.22B
Discretionary AUM
$3.21B
Team
36 total employees; 18 advisory reps; 1236 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; MODEL DELIVERY FEES
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingMarket timingCONSULTING SERVICES FOR GOVERNMENTAL CLIENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 885 | $992.6M |
| High net worth individuals | 206 | $718.0M |
| Pooled investment vehicles | 1 | $2.7M |
| Pension/profit sharing plans | 8 | $50.1M |
| Charitable organizations | 11 | $65.4M |
| State/municipal entities | 5 | $65.6M |
| Insurance companies | 1 | $4.1M |
| Corporations/business entities | 13 | $141.1M |
States served
VT, AL, AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD