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CUMBERLAND ADVISORS
Legal name: CUMBERLAND ADVISORS, LLC
CRD 107964File 801-55344
APPROVED
Retail clients
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.22B
Top 25% of cohort (national)
Discretionary AUM
$3.21B
Non-discretionary $8.8M
Clients
1,130
2,349 accounts
Employees
36
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 27, 1998
- Principal office
- 1 SOUTH SCHOOL AVENUE, SUITE 900, SARASOTA, FL, 34237
- Phone
- 800-257-7013
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.22B
- Discretionary AUM
- $3.21B
- Non-discretionary AUM
- $8.8M
- Discretionary accounts
- 2,336
- Non-discretionary accounts
- 13
- Total accounts
- 2,349
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $141.1M |
| Insurance companies | Fewer than 5 | $4.1M |
| Charitable organizations | 11 | $65.4M |
| High net worth individuals | 206 | $718.0M |
| Pooled investment vehicles | 1 | $2.7M |
| Pension and profit sharing plans | 8 | $50.1M |
| State or municipal government entities | 5 | $65.6M |
| Individuals (other than high net worth individuals) | 885 | $992.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — MODEL DELIVERY FEES
- A percentage of assets under your management
Advisory activities
- Educational seminars
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1236 | 1130 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.