CUMBERLAND VALLEY FINANCIAL SERVICES INC.

CUMBERLAND VALLEY FINANCIAL SERVICES INC. is an SEC-registered investment adviser (CRD 123496). Regulatory assets under management: $30.3M.

Registration

• CRD: 123496
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123496 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search