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| Cubic Asset Management LLC
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| |
|---|---|
| CRD # | 145169 |
| SEC # | 801-68445 |
| CIK # | 0001424322 |
| AUM | $679.3 MM (2024-03-13) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 617-456-1373 |
| Address | 800 Boylston Street Boston, MA 02199-8090 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 12.1 |
| (b) Individuals (high net worth individuals) | 215 | 583.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 46.4 |
| (g) Pension and profit sharing plans | 22 | 27.3 |
| (h) Charitable organizations | 12 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 2.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 305 | 679.3 |
| By Discretionary | ||
| Discretionary | 305 | 679.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 305 | 679.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 679.3 | |
| Total | 305 | 679.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001424322] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Montag & Caldwell LLC
✚
|
GA | 0.7 |
|
Elwood & Goetz Wealth Advisory Group LLC
✚
|
GA | 0.7 |
|
Vaquero Private Wealth Ltd
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|
TX | 0.7 |
|
High Probability Advisors LLC
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|
NY | 0.7 |
|
Pennsylvania Capital Management Inc
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|
PA | 0.7 |
|
Claris Advisors LLC
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|
MO | 0.7 |
|
Marathon Capital Management LLC
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|
MD | 0.7 |
|
Ramsay Stattman Vela & Price Inc
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|
CO | 0.7 |
|
Spinnaker Investment Group LLC
✚
|
CA | 0.7 |
|
Droms Strauss Advisors Inc
✚
|
MO | 0.7 |