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CUMBERLAND INVESTMENT COUNSEL INC.
CRD 110887File 801-41265
APPROVED
Retail clients
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.41B
Above cohort median (national)
Discretionary AUM
$1.41B
Clients
48
48 accounts
Employees
19
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 28, 1992
- Principal office
- 99 YORKVILLE AVENUE, 3F, TORONTO ONTARIO, M5R 3K5
- Phone
- 416-482-5337
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.41B
- Discretionary AUM
- $1.41B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 48
- Non-discretionary accounts
- 0
- Total accounts
- 48
- AUM per client
- $29.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.9M |
| Charitable organizations | Fewer than 5 | $3.3M |
| High net worth individuals | 12 | $31.7M |
| Pooled investment vehicles | 10 | $1.33B |
| Individuals (other than high net worth individuals) | 23 | $38.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.