# Cubic Advisors, LLC

> Cubic Advisors, LLC is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 165008
- Filed as: CUBIC ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165008
- AdvisorCensus page: https://advisorcensus.com/firm/cubic-advisors-llc-165008

## Quick answers

**How is Cubic Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cubic Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cubic Advisors, LLC registered with the SEC or a state?**
Cubic Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165008.

**How much does Cubic Advisors, LLC manage?**
Cubic Advisors, LLC reports $55,107,125 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary).

**What types of clients does Cubic Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (21); insurance companies (2).

**Does Cubic Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165008

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,107,125
- Discretionary: $53,925,564
- Non-discretionary: $1,181,561

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $8,381,155 |
| High net worth individuals | 21 | $38,180,818 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $241,761 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $8,303,391 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, ME, PA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 55plusretirementplanning.com
- cubicadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cubic Advisors, LLC (CRD 165008): Form ADV filing data as of October 2026.