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Firm profile

Cumberland Advisors

SARASOTA, FLCRD 107964Latest ADV February 2, 2026

Cumberland Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated February 2, 2026, reports $3.2B in regulatory assets under management, 36 employees, and 2,349 accounts.

Assets Under Management
$3.2B
Employees
36
Offices
--
Total Clients
1,236
Primary office
SARASOTA, FL
1 SOUTH SCHOOL AVENUE, SUITE 900, SARASOTA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOGiselle Casella
CFOPhyllis A. Streit
COOMark J. Myers

Advisory services offered

6 types reported
Financial Planning Services
Market timing services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
885
2
HNWI
16.7%
206
3
ASSETS MANAGED FOR ADVISORS, BROKER-DEALERS AND INTERMEDIARIES; UNDERLYING CLIENT TYPES NOT TRACKED
8.6%
106
4
Corporations
1.1%
13
5
Charitable
0.9%
11
Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.2Bas of February 2, 2026
Discretionary99.7%
$3.2B
100% of total RAUM99.7%
Non-discretionary0.3%
$9M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.2B
Total Accounts2,349
10Y AUM Change+$552M (+20.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees36
Clients per Employee34:1
10Y Employee Change+1 (+2.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.