Tech stack
No one at Cumberland Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Morgan Stanley
Per Form ADV · $870M held · filed Mar 2024
U.S. Bank
Per Form ADV · $681M held · filed Mar 2024
Fidelity
Per Form ADV · $568M held · filed Mar 2024
Pershing
Per Form ADV · $511M held · filed Mar 2024
Schwab
Per Form ADV · $431M held · filed Mar 2024