Cumberland Advisors

RIASEC RegisteredEst. 1998

Total AUM

$3.2B

Discretionary

$3.2B

100% of AUM

Avg account

$1.4M

Accounts

2,349

Employees

Advisory reps

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

FINTRX

Overview

Cumberland Advisors is an institutional RIA organized as an LLC and registered with the SEC since 1998. The firm serves both individual and family clients as well as institutional investors. Its advisory model includes financial planning and portfolio management for individuals, small businesses, and institutional entities; the firm also lists pension consulting services and market-timing services among its capabilities. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee types. Cumberland does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

State & Local Bonds64%
Exchange Traded Equities17%
US Government Bonds11%
Investment Grade Corp Bonds5%
Cash & Cash Equivalents2%

Owners & executives

3 of 6

John Mousseau
Vice Chairman & Chief Investment OfficerCRD 1331715
Mark Myers
Chief Operating OfficerCRD 7080993
Martina Schmidt
InstructorCRD 7935885

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Contacts

3 of 13

Ira Baron
Director, Strategic RelationshipsCRD 1954124
Rengan Krishnakumar
Director, Financial PlanningCRD 7919646
Michael Mcniven
Senior Vice President & Regional Director of InvestmentsCRD 5676699