Cumberland Advisors, LLC
● SEC registered since 1998CRD 107964SEC# 801-55344Sarasota, FL
Reg. AUM
$3.22B
Employees
36
Accounts
2,349
Location
Sarasota, FL
Cumberland Advisors, LLC assets under management
Cumberland Advisors, LLC is an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 1998. It reports $3.2 billion in regulatory assets under management and employs 36 people.
Cumberland Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Curtis Pease Control | President Of Asset Management | Under 5% | 2026 |
| Donna Marie Jackson Control | Managing Director Of Operations & It | Under 5% | 2026 |
| Giselle Casella | Chief Compliance Officer | Under 5% | 2025 |
| John Robert Mousseau Control | Chief Investment Officer | Under 5% | 2025 |
| Mark James Myers Control | Chief Operating Officer | Under 5% | 2026 |
| Matthew Craig McAleer Control | President Of Private Wealth Management | Under 5% | 2025 |
| Mid Penn Bancorp, Inc. Control | Owner | Over 75% | 2026 |
| Phyllis Ann Streit Control | Treasurer, Chief Financial Officer | Under 5% | 2018 |
Frequently asked questions
How much does Cumberland Advisors, LLC manage?
Cumberland Advisors, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Cumberland Advisors, LLC have?
Cumberland Advisors, LLC reports 36 employees.
Where is Cumberland Advisors, LLC located?
Cumberland Advisors, LLC is based in Sarasota, FL and has been SEC-registered since 1998.
Does Cumberland Advisors, LLC disclose fund performance?
Cumberland Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$3.22B▼ 4%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 15%
More than 85% of 16,824 advisers
Assets under management
$3.22Bregulatory AUM
Discretionary $3.21BNon-discretionary $8.8M