Cumberland Advisors
Sarasota, FL·SEC-registered · CRD #107964
Cumberland Advisors is an SEC-registered investment advisory firm in Sarasota, FL managing $3.2B across 2.4k client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.2B
Client accounts
2.4k
Advisory staff
18
Fee model
Fee-based
How Cumberland Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cumberland Advisors
How much does Cumberland Advisors manage?
Per its most recent SEC Form ADV filing (02/02/2026), Cumberland Advisors reports $3.2B in regulatory assets under management across roughly 2.4k client accounts.
How does Cumberland Advisors charge?
Cumberland Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cumberland Advisors a fiduciary?
Yes. Cumberland Advisors is registered with the U.S. Securities and Exchange Commission (CRD #107964), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cumberland Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cumberland Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Sarasota, FL
Profile compiled from Cumberland Advisors's public SEC Form ADV filing (CRD #107964, filed 02/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cumberland Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cumberland Advisors? Claim this profile.