Wealth Manager
    SEC Registered
    Manages Private Funds

    Cutler Investment Group

    Registered investment advisor · Jacksonville, Oregon · CRD #128483

    Assets Under Management
    $1.5B
    Client Accounts
    1,847
    Employees
    24
    CRD Number
    128483
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Empower Financial Services, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cutler Investment Group

    Cutler Investment Counsel is a Registered Investment Advisor with offices in multiple locations, offering investment products to both institutions and individuals, and emphasizing a fiduciary approach and decades of experience in portfolio management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cutler Investment Group

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cutler Investment Group's AUM?

    Cutler Investment Group reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cutler Investment Group headquartered?

    Cutler Investment Group is headquartered in Jacksonville, Oregon.

    What is Cutler Investment Group's CRD number?

    Cutler Investment Group's CRD number is 128483. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cutler Investment Group manage?

    Cutler Investment Group manages approximately 1,847 client accounts according to its latest SEC filing.

    Is Cutler Investment Group SEC registered?

    Yes, Cutler Investment Group is registered with the SEC as an investment adviser with an approved registration status.

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