Cubic Asset Management, LLC

Cubic Asset Management, LLC (CRD# 145169) is a financial advisory firm headquartered in Boston, MA. They manage $600,100,000 in 372 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    600
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $1,613,172
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NH, NY, TX

Financial Advisors at Cubic Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James L. Kaplan
CRD#: 2378537
800 Boylston Street, Suite 2830, Boston, MA 02199
93
Wealthminder
score

James Kaplan (CRD# 2378537) is an Investment Advisor Representative working at Cubic Asset Management, LLC in Boston, MA and has over 24 years of experience in the finance industry.

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