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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-27-1998
- Office Locations
- 5
Office Locations
About Cumberland Advisors
Cumberland Advisors is a fee-for-service investment management firm serving financial advisors, individual investors, and institutions. Headquartered in Sarasota, FL (founded in Vineland, NJ), the team provides research-driven portfolio management and asset allocation with a notable focus on fixed income—especially municipal bonds—and ETFs. They publish frequent market commentary, including a weekly “Week in Review,” and are regularly quoted in industry press.
Reported data analysis
What the numbers show
Between April 11, 2025 and February 2, 2026, reported AUM decreased 3.9%, from $3.3B to $3.2B.
Across 5 reported observations, AUM decreased 4.3% between December 7, 2022 and February 2, 2026, from $3.4B to $3.2B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 18 advisory representatives and 2,472 clients, or 137.3 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 5 reported office locations and 28 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cumberland Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GISELLE CASELLA
--
- CRD
- --
- Ownership
- Less than 5%
DONNA MARIE JACKSON
MANAGING DIRECTOR OF OPERATIONS
- CRD
- #6398847
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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IRA GLENN BARON
Director
- CRD
- #1954124
DAVID WILLIAM BERSON
Chief Economist
- CRD
- #7657029
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,208,374,185 | $1,373,448 |
| Non-Discretionary | $8,751,132 | $673,164 |
| Total | $3,217,125,317 | $1,369,572 |
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Separately Managed Accounts
SMA allocation detail is available
Cumberland Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cumberland Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.