Cubic Asset Management, LLC

Cubic Asset Management, LLC (CRD# 145169) is a financial advisory firm headquartered in Boston, MA. They manage $555,400,000 in 382 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    555
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $1,453,927
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, OK, 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 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.