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CUMBERLAND INVESTMENT COUNSEL INC.

TORONTO ONTARIO, Canada · CRD 110887 · IAPD ↗ · cumberlandcounsel.com · 416-482-5337

$1.41BRegulatory AUM
16Advisory reps
19Employees
0Clients
n/aPlanning clients
0Private funds
0States
1Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
January 2025 — CUMBERLAND INVESTMENT COUNSEL INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
35
January 2025 — CUMBERLAND INVESTMENT COUNSEL INC. reported RAUM up 26% ($1.01B -> $1.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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