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| Cumberland Investment Counsel Inc
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| CRD # | 110887 |
| SEC # | 801-41265 |
| CIK # | 0001759068 |
| AUM | 1,405.8 M (2025-12-22) |
| Employees | 19 (84% Investors, 37% Brokers) |
| Phone | 416-482-5337 |
| Address | 99 Yorkville Avenue, 3F Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001759068 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 62.0 | ||
| Royal Bank of Canada | 58.2 | ||
| Microsoft Corp | 55.4 | ||
| Amazon Com Inc | 54.6 | ||
| Wal Mart Stores Inc | 52.1 | ||
| Alphabet Inc | 48.4 | ||
| Costco Wholesale Corp /NEW | 45.4 | ||
| Apple Inc | 41.3 | ||
| Eaton Corp Ltd | 37.5 | ||
| Linde PLC | 37.0 | ||
| Bank of Nova Scotia | 36.4 | ||
| Lilly Eli & Co | 33.3 | ||
| Broadcom Inc | 32.2 | ||
| Amphenol Corp /DE/ | 30.8 | ||
| Ametek INC/ | 30.8 | ||
| Canadian Natural Resources Ltd | 30.4 | ||
| Facebook Inc | 29.2 | ||
| Astrazeneca PLC | 28.7 | ||
| Netflix Inc | 28.7 | ||
| Visa Inc | 25.6 | ||
| PulteGroup Inc/MI/ | 25.1 | ||
| Mastercard Inc | 23.7 | ||
| Alphabet Inc | 20.5 | ||
| TJX Companies Inc /DE/ | 18.3 | ||
| Gildan Activewear Inc | 18.1 | ||
| Union Pacific Corp | 17.9 | ||
| UnitedHealth Group Inc | 17.7 | ||
| O Reilly Automotive Inc | 16.2 | ||
| Cameco Corp | 13.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 38.8 |
| (b) Individuals (high net worth individuals) | 12 | 31.7 |
| (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 | 10 | 1,328.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 2 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 48 | 1,405.8 |
| By Discretionary | ||
| Discretionary | 48 | 1,405.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 48 | 1,405.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,366.3 | |
| United States Persons | 39.5 | |
| Total | 48 | 1,405.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001759068] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 549300UUPLQPERTUO99 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Greene Wealth Management LLC
✚
|
WA | 1,408.9 M |
|
Claro Advisors Inc
✚
|
MA | 1,407.7 M |
|
Seven Springs Wealth Group LLC
✚
|
TN | 1,407.6 M |
|
Greenline Partners LLC
✚
|
NY | 1,405.6 M |
|
Marino Stram and Associates LLC
✚
|
MA | 1,405.3 M |
|
49 Wealth Management LLC
✚
|
TX | 1,403.0 M |
|
Schroder Wealth Management US Limited
✚
|
1,402.6 M | |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1,400.9 M |
|
Pivot Capital Partners LLC
✚
|
IL | 1,400.0 M |
|
Verity and Verity LLC
✚
|
SC | 1,399.6 M |