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CUMBERLAND ADVISORS

SARASOTA, FL · CRD 107964 · IAPD ↗ · google.com · 800-257-7013

$3.22BRegulatory AUM
18Advisory reps
36Employees
1236Clients
11-25Planning clients
0Private funds
50States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
February 2026 — CUMBERLAND ADVISORS notice-filed in ND, VI, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
February 2026 — CUMBERLAND ADVISORS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
February 2026 — CUMBERLAND ADVISORS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
30
April 2024 — CUMBERLAND ADVISORS changed its website from cumber.com to google.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.