Cumbie Advisory Services, Inc

Overview

Cumbie Advisory Services, Inc is a small advisory corporation that focuses on financial planning and on sourcing outside managers for clients. The firm identifies itself as a capital allocator — meaning it builds portfolios in part by selecting third‑party advisers and funds rather than relying solely on in‑house portfolio management. Fee arrangements listed include hourly charges, fixed fees and other non‑asset based billing, which aligns with a planning‑and‑advisor‑selection business model rather than a traditional wrap or discretionary asset management practice. Cumbie Advisory Services, Inc is not flagged as an active ESG investor and is not registered as a multi‑state adviser.

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Investments & Alternatives

Location & Offices