C
$55.1M Total AUM
$53.9M Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2005
- Office Locations
- 2
Office Locations
871 Venetia BAY Blvd. Suite 202 Venice FL
-- Wayne PA
About Cubic Advisors, LLC
Cubic Advisors, LLC is a Wayne-based RIA with 2 offices. The firm has been operating for 20 years. Managing $55.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
63 AVG AGE
$27.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
16.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Capital oak Eagle Unison focus Atlas prime Quantum
Client Personas
Eagle bridge
Custodian
Focus eagle
Investment Themes
Element Foundation Alpha Summit
Investment Vehicles
Prime optima Catalyst
Services
Atlas Zenith Glacier Eagle glacier Prime Zenith harbor Value meridian Quantum Atlas
Owner & Executives
JOHN GABRIEL TALCOTT SLATER JR
Managing Member, Owner
- CRD
- #1522160
- Ownership
- 75% or more
(431) 902-3668
zenith.eagle@legacycapital.com
in linkedin.com/in/delta-legacy
P
PAIGE SLATER
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
(497) 701-7988
summit.focus@alphacapital.com
in linkedin.com/in/quantum-peak
Z
Zenith peak
Crest catalyst focus
- CRD
- #15257
- Ownership
- 8.4%
(966) 830-5902
value.quantum@embercapital.com
in linkedin.com/in/radial-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,925,564 | -- |
| Non-Discretionary | $1,181,561 | -- |
| Total | $55,107,125 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,107,125
Equity - Exchange:
11.5% U.S. Government/Agency:
17.9% Corporate - Investment Grade:
19.6% Public Funds:
16.6% Cash:
14.7% Corporate - Non-Investment Grade:
13.9% Municipal Bonds:
5.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $134,297,290 | 11.5% |
| U.S. Government/Agency | $209,036,651 | 17.9% |
| Corporate - Investment Grade | $228,889,294 | 19.6% |
| Public Funds | $193,855,219 | 16.6% |
| Cash | $171,666,971 | 14.7% |
| Corporate - Non-Investment Grade | $162,324,551 | 13.9% |
| Municipal Bonds | $67,732,546 | 5.8% |
| Total | $1,167,802,522 | 100.0% |