firm profile
Cumberland Advisors
Overview
Cumberland Advisors is an SEC registered investment adviser based in Sarasota, FL, registered since 1974. It reports $3.2B in assets under management across 2,349 accounts, with 36 employees. It has 16 investment adviser representatives.
- Reported AUM
- $3.2B
- Discretionary
- 100%
- Accounts
- 2,349
- Average account
- $1.4M
- Employees
- 36
- Advisory reps
- 16
- Registered since
- 1974
- Jurisdictions
- 50
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 7
- Benjamin Curtis Pease President of Asset Management CRD 4040232
- Matthew Craig McAleer President of Private Wealth Management CRD 2215933
- Donna Marie Jackson Managing Director of Operations and IT CRD 6398847
4 more executive officers, with direct contact details
Advisory reps 3 of 16
- Ira Glenn Baron Investment Adviser Rep CRD 1954124
- Michael Guy Blackmon Investment Adviser Rep CRD 844779
- Shaun Michael Burgess Investment Adviser Rep CRD 6341644
13 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1 S School Ave Ste 900
Sarasota, FL 34237 - County
- Sarasota
- Metro area
- North Port-Sarasota-Bradenton, FL
- Region
- South
Registrations
- SEC registered
- Registered in 50 jurisdictions
- Website: google.com/business
Every state, with registration dates
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