# CUMBERLAND ADVISORS, LLC

CUMBERLAND ADVISORS, LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 107964
- Type: SEC-registered investment adviser
- SEC file number: 801-55344
- Location: 1 SOUTH SCHOOL AVENUE, SUITE 900, SARASOTA, FL, 34237
- Phone: 800-257-7013
- Latest filing: 2026-02-02
- Regulatory AUM: $3.2B
- Discretionary AUM: $3.2B
- Non-discretionary AUM: $8.8M
- Clients: 36
- Accounts: 2,349

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (65)

_Showing 25 of 65 people._

| Name | Role | Location |
| --- | --- | --- |
| Giselle Casella | CHIEF COMPLIANCE OFFICER | Reno, NV |
| John Robert Mousseau | CEO, DIRECTOR, SHAREHOLDER; CHIEF INVESTMENT OFFICER; VICE CHAIRMAN, CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |
| Phyllis Ann Streit | CFO, SECRETARY, TREASURER, DIRECTOR, SHAREHOLDER; SECRETARY, TREASURER, CHIEF FINANCIAL OFFICER, SHAREHOLDER; TREASURER, CHIEF FINANCIAL OFFICER | — |
| Mark James Myers | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, SHAREHOLDER; DIRECTOR, CHIEF EXECUTIVE OFFICER, SHAREHOLDER | — |
| Matthew Craig Mcaleer | DIRECTOR, PRESIDENT, MANAGING DIRECTOR OF PRIVATE WEALTH, SHAREHOLDER; PRESIDENT, DIRECTOR, SHAREHOLDER; PRESIDENT OF PRIVATE WEALTH MANAGEMENT | — |
| Donna Marie Jackson | CHIEF TECHNOLOGY OFFICER, EVP & MANGING DIRECTOR OF OPERATIONS; MANAGING DIRECTOR OF OPERATIONS & IT | — |
| Benjamin Curtis Pease | CHIEF INNOVATION OFFICER, EVP & MANAGING DIRECTOR OF ASSET MANAGEMENT; MANAGING DIRECTOR - FIXED INCOME & CHIEF INNOVATION OFFICER; PRESIDENT OF ASSET MANAGEMENT | — |
| David Emerson Sparks | CHAIRMAN, SHAREHOLDER | — |
| Lawrence Edward Donato | DIRECTOR, SHAREHOLDER | — |
| Robert Allen Eisenbeis | DIRECTOR, SHAREHOLDER; VICE CHAIRMAN, DIRECTOR, SHAREHOLDER | — |
| David Raphael Kotok | CIO, DIRECTOR & SHAREHOLDER; DIRECTOR, SHAREHOLDER | — |
| Daisy Gloria Lopez | DIRECTOR, SHAREHOLDER; EXECUTIVE VICE PRESIDENT, DIRECTOR, SHAREHOLDER | — |
| Burton Allan Maclean | DIRECTOR; DIRECTOR, SHAREHOLDER | — |
| Jerome Irwin Marcus | DIRECTOR, SHAREHOLDER | — |
| Neal David Colton | DIRECTOR | — |
| David William Berson | CHIEF ECONOMIST | — |
| Patricia Mary Healy | SR VICE PRESIDENT, SHAREHOLDER; SVP - RESEARCH, SHAREHOLDER | — |
| Michael Dennis Mcniven | SR. VICE PRESIDENT, SHAREHOLDER; SVP - STRATEGIC RELATIONSHIPS | — |
| Timothy James Lyle | CHIEF COMPLIANCE OFFICER | Sarasota, FL |
| Maribel No Middle Name Echevarria | SR. VICE PRESIDENT, SHAREHOLDER | — |
| EISELE JOHN WILLIAM | DIRECTOR | — |
| STANLEY LEONARD J | DIRECTOR | — |
| SANTIAGO JOSE ANTONIO | MANAGING DIRECTOR; MANAGING DIRECTOR.SHAREHOLDER; VICE PRESIDENT | — |
| LEWITT MICHAEL ERIC | VICE PREISDENT | — |
| LYLE TIMOTHY JAMES | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107964/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107964/similar
- Related entities: https://search.stillhousedata.com/firm/107964/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107964

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.