Cumberland Advisors
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 107964
- Registered since
- February 27, 1998
- Website
- www.cumber.com
- Custodians
- MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, U.S. BANCORP INVESTMENTS, INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Other36.6%
- Individuals30.85%
- HNWI22.32%
- Corporations / Businesses4.39%
- State / Municipal Government2.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingMarket Timing Services
Firm profile
FINTRXOverview
Cumberland Advisors is a limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered (registered in 1998) and serves both individual/family clients and institutional investors. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting and market timing services. Fee arrangements reported include percentage-of-assets, fixed fees and other fee structures. Cumberland maintains industry relationships with banking or thrift institutions, trust companies and insurance firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds64%
- Exchange Traded Equities17%
- US Government Bonds11%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$235M in ETFs
100%
$235M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $66.6M | 87,343 | 28.40% |
Location
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1 S School Ave
- Time zone
- ET (UTC-5)
- Office locations
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