Investment adviser · CRD 107964
CUMBERLAND ADVISORS
Investment adviser filing (IA)
CUMBERLAND ADVISORS, LLC
SARASOTA, FL, United States · Form ADV filed Feb 2, 2026
- Regulatory AUM
- $3.22B Form ADV · Item 5.F
- Client accounts
- 2,349 Accounts, not individual clients
- Employees
- 36 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 106 | $1,177,623,568 | 36.6% |
| Individuals | 885 | $992,619,552 | 30.9% |
| High-net-worth individuals | 206 | $717,974,836 | 22.3% |
| Corporations & businesses | 13 | $141,083,787 | 4.4% |
| Government entities | 5 | $65,581,733 | 2.0% |
| Charities | 11 | $65,376,587 | 2.0% |
| Retirement plans | 8 | $50,108,581 | 1.6% |
| Insurance companies | Fewer than 5 | $4,083,460 | 0.1% |
| Pooled investment vehicles | 1 | $2,673,213 | 0.1% |
Filing source
Form ADV 2047165 · Feb 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Market timing
Compensation
Percentage of assets · Fixed
Principal office
1 SOUTH SCHOOL AVENUE, SUITE 900SARASOTA, FL, 34237, United States
CRD 107964
Filing source
Form ADV 2047165 · Feb 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.