RIA Intel›Advisers›Pennsylvania›CUBIC ADVISORS, LLC

CUBIC ADVISORS, LLC

Advisory

PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in PA

#1,024

of 1,528 advisers by AUM

Average account

$363K

across 152 accounts

AUM per adviser

$28M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$55M

Discretionary AUM$54M

Non-Discretionary AUM$1M

Discretionary %97.9%

Total Clients52

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MD, ME, PA, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

52 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

STRUBEL INVESTMENT MANAGEMENT, LLC

$55M

NETWORK FOR FINANCIAL INDEPENDENCE LLC

$55M

KELLY CAPITAL MANAGEMENT, LLC

CHADDS FORD, PA

$55M

FIDENT FINANCIAL, LLC

$55M

ALL-PRO ADVISORS LLC

$55M

ISAKOV PLANNING GROUP INC.

SOUTHAMPTON, PA

$55M

Get the full picture on CUBIC ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CUBIC ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans