RIA Intel›Advisers›Pennsylvania›CUMBERLAND VALLEY FINANCIAL SERVICES INC.

CUMBERLAND VALLEY FINANCIAL SERVICES INC.

Advisory

PA

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in PA

#1,165

of 1,528 advisers by AUM

Average account

$168K

across 180 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$29M

Non-Discretionary AUM$2M

Discretionary %94.6%

Total Clients71

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

71 clients

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

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Advisers of similar size in PA

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

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PRISM FINANCIAL GROUP, LLC

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PHRONIMOS CAPITAL, LLC

$31M

CHAPLIN-MULLAUGH INCORPORATED

$30M

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