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CUTLER INVESTMENT GROUP
CUTLER INVESTMENT COUNSEL, LLC
CRD 128483 · SEC 801-62469
525 BIGHAM KNOLL, JACKSONVILLE, OR, 97530, United States
Phone
541-770-9000
Fax
541-779-0006
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.34B
Team
24 total employees; 18 advisory reps; 11 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 583 | $194.7M |
| High net worth individuals | 366 | $788.0M |
| Investment companies | 1 | $90.5M |
| Pension/profit sharing plans | 86 | $410.3M |
| Charitable organizations | 12 | $24.1M |
| Corporations/business entities | 26 | $34.0M |
States served
AK, AZ, CA, CO, LA, NE, NV, OR, UT, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD