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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-1993
- Office Locations
- 1
Office Locations
About Cumberland Valley Financial Services Inc.
Cumberland Valley Financial Services Inc. is a Greencastle-based RIA. The firm has been operating for 33 years. Managing $30.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Reported data analysis
What the numbers show
Of the latest reported AUM, 94.6% is discretionary and 5.4% is non-discretionary.
The firm reports 1 advisory representatives and 71 clients, or 71 clients per representative. That equates to $426.6K in reported AUM per client.
The profile lists 1 reported office location and 33 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Cumberland Valley Financial Services Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
FRED YOUNG JR.
President
- CRD
- #2295947
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,636,071 | -- |
| Non-Discretionary | $1,649,020 | -- |
| Total | $30,285,091 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cumberland Valley Financial Services Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.