Resources
Forms & Disclosures
Access important regulatory documents and forms. These documents provide transparency about our services, fees, and how we protect your information.
Regulatory
Form ADV Part 2A - Firm Brochure
Our Form ADV Part 2A (Firm Brochure) provides detailed information about our advisory services, fees, investment strategies, and potential conflicts of interest. Updated March 25, 2025.
Regulatory
Brochure Supplement - John Slater
Detailed information about John Slater's educational background, business experience, and disciplinary information as required by SEC regulations.
Regulatory
Brochure Supplement - David Pankiw
Detailed information about David Pankiw's educational background, business experience, and disciplinary information as required by SEC regulations.
Privacy
Privacy Policy
Learn how CUBIC Advisors collects, uses, and protects your personal information in accordance with applicable privacy laws and regulations. Updated April 2025.
Account
Electronic Delivery Authorization
Authorize electronic delivery of account statements, trade confirmations, and other important documents for faster, more convenient access.
If you have questions about any of these documents or need additional information, please don't hesitate to contact us. Our team is here to help you understand your rights and our obligations as your investment advisor.
Important: The documents provided on this page are for informational purposes. Form ADV Part 2A contains important information about our advisory services and should be read carefully before engaging our services. If you have any questions about these documents, please contact us or consult with a qualified professional.