TORONTO ONTARIOCRD 110887Latest ADV December 22, 2025
Cumberland Investment Counsel Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated December 22, 2025, reports $1.4B in regulatory assets under management, 19 employees, 1 office, and 48 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.9% of total clients.
Top client categories% of clientsClients
1
Individuals
47.9%
23
2
HNWI
25.0%
12
3
Pooled Investment Vehicles
20.8%
10
4
Corporations
4.2%
2
5
Charitable
2.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of December 22, 2025
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts48
10Y AUM Change+$1.3B (+1414.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee3:1
10Y Employee Change+10 (+111.1%)
* 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.