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| Cumberland Advisors LLC
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| CRD # | 107964 |
| SEC # | 801-55344 |
| CIK # | 0001255435 |
| AUM | 3,217.1 M (2026-02-02) |
| Employees | 36 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-257-7013 |
| Address | 1 South School Avenue Sarasota, FL 34237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001255435 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.9 | ||
| Caterpillar Inc | 6.7 | ||
| United Rentals Inc /DE | 5.8 | ||
| Alphabet Inc | 5.4 | ||
| Freeport McMoran Copper & Gold Inc | 5.3 | ||
| Apple Inc | 4.8 | ||
| Cummins Inc | 4.4 | ||
| Facebook Inc | 4.3 | ||
| Fedex Corp | 3.6 | ||
| MercadoLibre Inc | 3.3 | ||
| Occidental Petroleum Corp /DE/ | 2.5 | ||
| Bank of America Corp /DE/ | 2.4 | ||
| Macy's Inc | 2.1 | ||
| Amazon Com Inc | 2.0 | ||
| Pfizer Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 885 | 1.0 |
| (b) Individuals (high net worth individuals) | 206 | 0.7 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.1 |
| (h) Charitable organizations | 11 | 0.1 |
| (i) State or municipal government entities | 5 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.1 |
| (n) Other | 106 | 1.2 |
| Total | 2,349 | 3.2 |
| By Discretionary | ||
| Discretionary | 2,336 | 3.2 |
| Non-Discretionary | 13 | 0.0 |
| Total | 2,349 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 2,349 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001255435] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.2B |
| Clients | 1,236 (1 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 254900O6TR7W7KU29A10 |
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