Cubic Advisors, LLC

Overview

Cubic Advisors, LLC is an independent, owner-operated registered investment adviser that serves both individuals and institutions with fee-based advisory services. The firm’s advisory work centers on financial planning and portfolio management for individuals, small businesses and institutional clients. Investment activity shows a clear tilt toward publicly traded equities, while the firm also uses third-party managers for alternative strategies. Cubic Advisors operates under a percentage-of-AUM fee model and engages in other financial product sales as part of its business activities. It does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices