CUBIC ADVISORS, LLC

CUBIC ADVISORS, LLC is an SEC-registered investment adviser (CRD 165008). Regulatory assets under management: $55.1M.

Registration

• CRD: 165008
• Type: Registered investment adviser
• Phone: (610) 788-2142
• Latest filing: 2026-03-31
• Regulatory AUM: $55.1M
• Discretionary AUM: $53.9M
• Non-discretionary AUM: $1.2M
• Clients: 2
• Accounts: 152

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165008 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search