| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Curtis Pease Control | Chief Innovation Officer, Evp & Managing Director Of Asset Management | Under 5% | 2023 |
| Burton Allan MacLean Control | Director, Shareholder | Under 5% | 2024 |
| Daisy Gloria Lopez Control | Director, Shareholder | 10-25% | 2025 |
Cumberland Advisors Inc reports $3.3 billion in regulatory assets under management on its Form ADV.
Cumberland Advisors Inc reports 44 employees.
Cumberland Advisors Inc is based in Sarasota, FL and has been SEC-registered since 1998.
Cumberland Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 South School Avenue, Suite 900, Sarasota, FL 34237 |
| Phone | 800-257-7013 |
| Fax | 941-554-4352 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1255435 |
| Discloses disciplinary history | No |
| Discretionary | $3.34B |
| Non-discretionary | $12.9M |
| Total (RAUM) | $3.35B |