# CUMBERLAND VALLEY FINANCIAL SERVICES INC.

CUMBERLAND VALLEY FINANCIAL SERVICES INC. is an SEC-registered investment adviser.

## Registration

- CRD: 123496
- Type: SEC-registered investment adviser
- Phone: 717-597-9279
- Latest filing: 2026-01-15
- Regulatory AUM: $30.3M
- Discretionary AUM: $28.6M
- Non-discretionary AUM: $1.6M
- Clients: 1
- Accounts: 180

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123496/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123496/similar
- Related entities: https://search.stillhousedata.com/firm/123496/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123496

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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.