# Cumberland Valley Financial Services

Cumberland Valley Financial Services is an Asset Manager based in London, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** London, United States
- **Region:** North America
- **Address:** London, KY, United States
- **Assets under management:** Undisclosed
- **Website:** cvfsinc.com

## Regulatory record

- **CRD number:** 123496
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123496

## About

CUMBERLAND VALLEY FINANCIAL SERVICES INC. is a state-registered investment adviser. The firm manages $30 million in assets, $29 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Services

## Questions

### What services does Cumberland Valley Financial Services provide?

The firm offers discretionary portfolio management and financial planning services. Its investment approach covers equities, fixed income, and exchange-traded funds, structured around individual client goals rather than pooled vehicles. The firm acts as a fiduciary under the Investment Advisers Act of 1940.

## Related profiles

- [Benson Advisory Services & Asset Management](https://altss.com/profile/benson-advisory-services-and-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cumberland-valley-financial-services-inc

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