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
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.
Latest 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%)
* 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.