CUMBERLAND ADVISORS INC
Legal name: CUMBERLAND ADVISORS
CRD #107964 SEC #801-55344 SARASOTA, FL 800-257-7013
SEC Registered
Total AUM
$3.3B
Discretionary
$3.3B
Employees
44
Clients
0
Accounts
2,550
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $3.3B | $3.3B | $12.9M | 44 | 2,066 |
| Mar 2025 | $3.3B | $3.3B | $12.9M | 44 | 2,066 |
| Jan 2025 | $3.3B | $3.3B | $12.9M | 44 | 2,066 |
| Mar 2024 | $3.4B | $3.4B | $13.1M | 44 | 2,127 |
| Oct 2023 | $3.4B | $3.4B | $14.8M | 45 | 2,425 |
| Oct 2023 | $3.4B | $3.4B | $14.8M | 45 | 2,425 |
| Aug 2023 | $3.4B | $3.4B | $14.8M | 45 | 2,425 |
| Mar 2023 | $3.4B | $3.4B | $14.8M | 45 | 2,425 |
| Dec 2022 | $4.1B | $4.1B | $18.7M | 45 | 2,516 |
| Aug 2022 | $4.1B | $4.1B | $18.7M | 45 | 2,516 |
| Mar 2022 | $4.1B | $4.1B | $18.7M | 45 | 2,516 |
| Nov 2021 | $4B | $3.9B | $18.3M | 41 | 2,431 |
| Jul 2021 | $4B | $3.9B | $18.3M | 41 | 2,431 |
| May 2021 | $4B | $3.9B | $18.3M | 41 | 2,431 |
| May 2021 | $4B | $3.9B | $18.3M | 41 | 2,431 |
| Mar 2021 | $4B | $3.9B | $18.3M | 41 | 2,431 |
| Mar 2021 | $4B | $3.9B | $18.3M | 41 | 2,431 |
| Mar 2021 | $4B | $3.9B | $18.3M | 41 | 2,431 |
| Jan 2021 | $3.6B | $3.6B | $12.7M | 35 | 2,327 |
| Jun 2020 | $3.6B | $3.6B | $12.7M | 35 | 2,327 |
| Jun 2020 | $3.6B | $3.6B | $12.7M | 35 | 2,327 |
| Jun 2020 | $3.6B | $3.6B | $12.7M | 35 | 2,327 |
| Mar 2020 | $3.6B | $3.6B | $12.7M | 35 | 2,327 |
| May 2019 | $3.1B | $3.1B | $4M | 35 | 2,114 |
| May 2019 | $3.1B | $3.1B | $4M | 35 | 2,114 |
| Mar 2019 | $3.1B | $3.1B | $4M | 35 | 2,114 |
| Jul 2018 | $3B | $3B | $7.5M | 35 | 2,295 |
| Jun 2018 | $3B | $3B | $7.5M | 35 | 2,295 |
| Jun 2018 | $3B | $3B | $7.5M | 35 | 2,295 |
| May 2018 | $3B | $3B | $7.5M | 35 | 2,295 |
| Apr 2018 | $3B | $3B | $7.5M | 35 | 2,295 |
| Apr 2018 | $3B | $3B | $7.5M | 35 | 2,295 |
| Mar 2018 | $3B | $3B | $7.5M | 35 | 2,295 |
| Mar 2018 | $2.7B | $2.7B | $3M | 35 | 2,100 |
| Oct 2017 | $2.7B | $2.7B | $3M | 35 | 2,100 |
| Oct 2017 | $2.7B | $2.7B | $3M | 35 | 2,100 |
| Jul 2017 | $2.7B | $2.7B | $3M | 35 | 2,000 |
| Jul 2017 | $2.7B | $2.7B | $3M | 35 | 2,000 |
| Apr 2017 | $2.7B | $2.7B | $3M | 35 | 2,000 |
| Apr 2017 | $2.7B | $2.7B | $3M | 35 | 2,000 |
| Mar 2017 | $2.7B | $2.7B | $3M | 35 | 2,000 |
| Feb 2017 | $2.7B | $2.7B | $3M | 35 | 2,000 |
| Jan 2017 | $2.7B | $2.7B | $3M | 35 | 2,000 |
| Jan 2017 | $2.4B | $2.4B | $3.1M | 35 | 1,800 |
| Jan 2017 | $2.4B | $2.4B | $3.1M | 35 | 1,800 |
| Jan 2017 | $2.4B | $2.4B | $3.1M | 35 | 1,800 |
| Aug 2016 | $2.4B | $2.4B | $3.1M | 35 | 1,800 |
| Jul 2016 | $2.4B | $2.4B | $3.1M | 35 | 1,800 |
| Jun 2016 | $2.4B | $2.4B | $3.1M | 35 | 1,800 |
| Apr 2016 | $2.4B | $2.4B | $3.1M | 35 | 1,800 |
| Feb 2016 | $2.4B | $2.4B | $3.1M | 35 | 1,800 |
| Feb 2016 | $2.4B | $2.4B | $3M | 35 | 1,800 |
| Sep 2015 | $2.3B | $2.3B | $3.2M | 27 | 1,800 |
| Mar 2015 | $2.3B | $2.3B | $3.2M | 27 | 1,800 |
| Mar 2015 | $2.3B | $2.3B | $3.2M | 27 | 1,800 |
| Feb 2015 | $2.3B | $2.3B | $3.2M | 27 | 1,800 |
| Dec 2014 | $2.1B | $2.1B | $20.6M | 25 | 1,600 |
| Jul 2014 | $2.1B | $2.1B | $20.6M | 25 | 1,600 |
| May 2014 | $2.1B | $2.1B | $20.6M | 25 | 1,600 |
| Feb 2014 | $2.1B | $2.1B | $20.6M | 25 | 1,600 |
| Jan 2014 | $2.2B | $2.2B | $12.8M | 18 | 1,700 |
| Sep 2013 | $2.2B | $2.2B | $12.8M | 18 | 1,700 |
| May 2013 | $2.2B | $2.2B | $12.8M | 18 | 1,700 |
| Mar 2013 | $2.2B | $2.2B | $12.8M | 18 | 1,700 |
| Jan 2013 | $1.9B | $1.9B | $13.5M | 20 | 1,000 |
| Nov 2012 | $1.9B | $1.9B | $13.5M | 20 | 1,000 |
| Sep 2012 | $1.9B | $1.9B | $13.5M | 11 | 1,000 |
| Aug 2012 | $1.9B | $1.9B | $13.5M | 11 | 1,000 |
| Mar 2012 | $1.9B | $1.9B | $13.5M | 11 | 1,000 |
| Mar 2011 | $1.5B | $1.5B | $11.4M | -- | -- |
| Feb 2011 | $1.5B | $1.5B | $11.4M | -- | -- |
| Sep 2010 | $1.4B | $1.3B | $15.4M | -- | -- |
| Jan 2010 | $1.4B | $1.3B | $15.4M | -- | -- |
| Sep 2009 | $1B | $1B | $10.3M | -- | -- |
| Mar 2008 | $906.7M | $904.8M | $1.9M | -- | -- |
| Jan 2008 | $906.7M | $904.8M | $1.9M | -- | -- |
| Oct 2007 | $856M | $850.8M | $5.2M | -- | -- |
| Aug 2007 | $856M | $850.8M | $5.2M | -- | -- |
| Apr 2007 | $856M | $850.8M | $5.2M | -- | -- |
| Apr 2007 | $856M | $850.8M | $5.2M | -- | -- |
| Apr 2007 | $856M | $850.8M | $5.2M | -- | -- |
| Feb 2007 | $856M | $850.8M | $5.2M | -- | -- |
| Nov 2006 | $817.4M | $813.6M | $3.8M | -- | -- |
| Jan 2006 | $817.4M | $813.6M | $3.8M | -- | -- |
| Nov 2005 | $760.1M | $760M | $168.4K | -- | -- |
| Nov 2005 | $760.1M | $760M | $168.4K | -- | -- |
| Feb 2005 | $760.1M | $760M | $168.4K | -- | -- |
| Aug 2004 | $689M | $688.9M | $153.4K | -- | -- |
| Jul 2004 | $689M | $688.9M | $153.4K | -- | -- |
| May 2004 | $689M | $688.9M | $153.4K | -- | -- |
| Apr 2004 | $689M | $688.9M | $153.4K | -- | -- |
| Apr 2004 | $689M | $688.9M | $153.4K | -- | -- |
| Oct 2003 | $527.9M | $527.9M | $0 | -- | -- |
| Apr 2002 | $457.7M | $457.7M | $0 | -- | -- |
| Apr 2002 | $575.9M | $465.6M | $110.4M | -- | -- |
DateApr 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.9M
Employees44
Clients2,066
DateMar 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.9M
Employees44
Clients2,066
DateJan 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$12.9M
Employees44
Clients2,066
DateMar 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$13.1M
Employees44
Clients2,127
DateOct 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$14.8M
Employees45
Clients2,425
DateOct 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$14.8M
Employees45
Clients2,425
DateAug 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$14.8M
Employees45
Clients2,425
DateMar 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$14.8M
Employees45
Clients2,425
DateDec 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$18.7M
Employees45
Clients2,516
DateAug 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$18.7M
Employees45
Clients2,516
DateMar 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$18.7M
Employees45
Clients2,516
DateNov 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$18.3M
Employees41
Clients2,431
DateJul 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$18.3M
Employees41
Clients2,431
DateMay 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$18.3M
Employees41
Clients2,431
DateMay 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$18.3M
Employees41
Clients2,431
DateMar 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$18.3M
Employees41
Clients2,431
DateMar 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$18.3M
Employees41
Clients2,431
DateMar 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$18.3M
Employees41
Clients2,431
DateJan 2021
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$12.7M
Employees35
Clients2,327
DateJun 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$12.7M
Employees35
Clients2,327
DateJun 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$12.7M
Employees35
Clients2,327
DateJun 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$12.7M
Employees35
Clients2,327
DateMar 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$12.7M
Employees35
Clients2,327
DateMay 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$4M
Employees35
Clients2,114
DateMay 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$4M
Employees35
Clients2,114
DateMar 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$4M
Employees35
Clients2,114
DateJul 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$7.5M
Employees35
Clients2,295
DateJun 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$7.5M
Employees35
Clients2,295
DateJun 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$7.5M
Employees35
Clients2,295
DateMay 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$7.5M
Employees35
Clients2,295
DateApr 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$7.5M
Employees35
Clients2,295
DateApr 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$7.5M
Employees35
Clients2,295
DateMar 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$7.5M
Employees35
Clients2,295
DateMar 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,100
DateOct 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,100
DateOct 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,100
DateJul 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,000
DateJul 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,000
DateApr 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,000
DateApr 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,000
DateMar 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,000
DateFeb 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,000
DateJan 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$3M
Employees35
Clients2,000
DateJan 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$3.1M
Employees35
Clients1,800
DateJan 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$3.1M
Employees35
Clients1,800
DateJan 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$3.1M
Employees35
Clients1,800
DateAug 2016
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$3.1M
Employees35
Clients1,800
DateJul 2016
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$3.1M
Employees35
Clients1,800
DateJun 2016
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$3.1M
Employees35
Clients1,800
DateApr 2016
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$3.1M
Employees35
Clients1,800
DateFeb 2016
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$3.1M
Employees35
Clients1,800
DateFeb 2016
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$3M
Employees35
Clients1,800
DateSep 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$3.2M
Employees27
Clients1,800
DateMar 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$3.2M
Employees27
Clients1,800
DateMar 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$3.2M
Employees27
Clients1,800
DateFeb 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$3.2M
Employees27
Clients1,800
DateDec 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$20.6M
Employees25
Clients1,600
DateJul 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$20.6M
Employees25
Clients1,600
DateMay 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$20.6M
Employees25
Clients1,600
DateFeb 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$20.6M
Employees25
Clients1,600
DateJan 2014
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.8M
Employees18
Clients1,700
DateSep 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.8M
Employees18
Clients1,700
DateMay 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.8M
Employees18
Clients1,700
DateMar 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.8M
Employees18
Clients1,700
DateJan 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$13.5M
Employees20
Clients1,000
DateNov 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$13.5M
Employees20
Clients1,000
DateSep 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$13.5M
Employees11
Clients1,000
DateAug 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$13.5M
Employees11
Clients1,000
DateMar 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$13.5M
Employees11
Clients1,000
DateMar 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$11.4M
Employees--
Clients--
DateFeb 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$11.4M
Employees--
Clients--
DateSep 2010
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$15.4M
Employees--
Clients--
DateJan 2010
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$15.4M
Employees--
Clients--
DateSep 2009
Total AUM$1B
Discretionary$1B
Non-Disc.$10.3M
Employees--
Clients--
DateMar 2008
Total AUM$906.7M
Discretionary$904.8M
Non-Disc.$1.9M
Employees--
Clients--
DateJan 2008
Total AUM$906.7M
Discretionary$904.8M
Non-Disc.$1.9M
Employees--
Clients--
DateOct 2007
Total AUM$856M
Discretionary$850.8M
Non-Disc.$5.2M
Employees--
Clients--
DateAug 2007
Total AUM$856M
Discretionary$850.8M
Non-Disc.$5.2M
Employees--
Clients--
DateApr 2007
Total AUM$856M
Discretionary$850.8M
Non-Disc.$5.2M
Employees--
Clients--
DateApr 2007
Total AUM$856M
Discretionary$850.8M
Non-Disc.$5.2M
Employees--
Clients--
DateApr 2007
Total AUM$856M
Discretionary$850.8M
Non-Disc.$5.2M
Employees--
Clients--
DateFeb 2007
Total AUM$856M
Discretionary$850.8M
Non-Disc.$5.2M
Employees--
Clients--
DateNov 2006
Total AUM$817.4M
Discretionary$813.6M
Non-Disc.$3.8M
Employees--
Clients--
DateJan 2006
Total AUM$817.4M
Discretionary$813.6M
Non-Disc.$3.8M
Employees--
Clients--
DateNov 2005
Total AUM$760.1M
Discretionary$760M
Non-Disc.$168.4K
Employees--
Clients--
DateNov 2005
Total AUM$760.1M
Discretionary$760M
Non-Disc.$168.4K
Employees--
Clients--
DateFeb 2005
Total AUM$760.1M
Discretionary$760M
Non-Disc.$168.4K
Employees--
Clients--
DateAug 2004
Total AUM$689M
Discretionary$688.9M
Non-Disc.$153.4K
Employees--
Clients--
DateJul 2004
Total AUM$689M
Discretionary$688.9M
Non-Disc.$153.4K
Employees--
Clients--
DateMay 2004
Total AUM$689M
Discretionary$688.9M
Non-Disc.$153.4K
Employees--
Clients--
DateApr 2004
Total AUM$689M
Discretionary$688.9M
Non-Disc.$153.4K
Employees--
Clients--
DateApr 2004
Total AUM$689M
Discretionary$688.9M
Non-Disc.$153.4K
Employees--
Clients--
DateOct 2003
Total AUM$527.9M
Discretionary$527.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$457.7M
Discretionary$457.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$575.9M
Discretionary$465.6M
Non-Disc.$110.4M
Employees--
Clients--