Overview
Assets Under Management: $1.3 billion
High-Net-Worth Clients: 20
Average Client Assets: $1.4 million
Frequently Asked Questions
CUMBERLAND INVESTMENT COUNSEL INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110887), CUMBERLAND INVESTMENT COUNSEL INC. is subject to fiduciary duty under federal law.
CUMBERLAND INVESTMENT COUNSEL INC. serves 20 high-net-worth clients according to their SEC filing dated December 19, 2024. View client details ↓
According to their SEC Form ADV, CUMBERLAND INVESTMENT COUNSEL INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CUMBERLAND INVESTMENT COUNSEL INC. manages $1.3 billion in client assets according to their SEC filing dated December 19, 2024.
According to their SEC Form ADV, CUMBERLAND INVESTMENT COUNSEL INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.26%
Average Client Assets: $1.4 million
Total Client Accounts: 120
Discretionary Accounts: 120
Regulatory Filings
CRD Number: 110887
Filing ID: 1920680
Last Filing Date: 2024-12-19 20:10:00