$3.2B Total AUM
$3.2B Disc. AUM
-1.4% 3Y CAGR
36 Employees
2,472 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Focus glacierRadial wave +more
- Established Date
- 02-27-1998
- Office Locations
- 5
Office Locations
1 S. School Ave., Ste. 900 Sarasota FL
-- Agoura Hills CA
-- Kiawah Island SC
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.
Team overview
53 AVG AGE
$178.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.9 yrs AVG TENURE
36 Employees
18 Advisory Reps
18 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Legacy Pioneer harbor Crest Bridge Catalyst Vital bridge
Client Personas
Insight glacier Quantum
Custodian
Capital fusion Fusion optima Radial ridge Alpha eagle Radial harbor Vital Vertex
Investment Themes
Capital capital Ridge Peak ember
Investment Vehicles
Horizon Delta
Platform
Fusion bridge Peak catalyst
Services
Vector Bridge atlas Foundation Vector Frontier harbor Capital pioneer Vector optima Unison Optima
Technology
Insight delta Unison Wave radial
Owner & Executives
G
GISELLE CASELLA
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(547) 715-8652
capital.wave@foundationcapital.com
in linkedin.com/in/zenith-focus
D
DONNA MARIE JACKSON
MANAGING DIRECTOR OF OPERATIONS
- CRD
- #6398847
- Ownership
- Less than 5%
(283) 240-9253
legacy.zenith@eaglecapital.com
in linkedin.com/in/zenith-ridge
B
Bridge harbor
Ember ridge vital
- CRD
- #63864
- Ownership
- 17.7%
(393) 917-8845
timber.capital@capitalcapital.com
in linkedin.com/in/unison-north
Showing 2 of 7 owners & executives
Unlock allContacts
IRA GLENN BARON
Director
- CRD
- #1954124
(436) 345-5810
bridge.beacon@insightcapital.com
in linkedin.com/in/foundation-horizon
D
DAVID WILLIAM BERSON
Chief Economist
- CRD
- #7657029
(825) 888-6767
harbor.delta@glaciercapital.com
in linkedin.com/in/matrix-ember
V
Value value
Harbor signal harbor
- CRD
- #99030
(799) 753-1690
value.zenith@eaglecapital.com
in linkedin.com/in/fusion-peak
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $3,214,452,104
Municipal Bonds:
19.3% Equity - Exchange:
7.0% U.S. Government/Agency:
15.5% Corporate - Investment Grade:
20.4% Cash:
6.4% Public Funds:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,384,064,609 | 19.3% |
| Equity - Exchange | $501,992,345 | 7.0% |
| U.S. Government/Agency | $1,111,554,479 | 15.5% |
| Corporate - Investment Grade | $1,462,949,121 | 20.4% |
| Cash | $458,964,430 | 6.4% |
| Public Funds | $2,251,794,235 | 31.4% |
| Total | $7,171,319,219 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE VALUE CREST | NORTH VITAL | FFJOO8KVJ | QQCPY | 8.21% | $100,316,531 |
| HARBOR ELEMENT | BEACON QUANTUM | JA9X15V0L | DYO | 8.15% | $110,505,761 |
| MERIDIAN EAGLE | ATLAS INSIGHT | FY7O7OTB1 | ASN | 9.06% | $35,083,131 |
| GLACIER VERTEX | SUMMIT LEGACY | 6325DQ7EY | PIV | 9.23% | $109,615,521 |
| VALUE FRONTIER | EMBER CATALYST | BN7VGK0U7 | TFXQL | 3.19% | $94,429,298 |
| WAVE VERTEX | INSIGHT OAK | 3E88UP12W | EGV | 6.48% | $63,682,293 |
| CATALYST FOUNDATION FOUNDATION | DELTA FOCUS | BOYR7YR7W | VGEO | 3.18% | $94,895,688 |
| MERIDIAN MOMENTUM | MOMENTUM VALUE | ECVM5RJLU | ZLAO | 4.26% | $34,971,591 |