Investment adviser · CRD 128483
CUTLER INVESTMENT GROUP
Investment adviser filing (IA)
CUTLER INVESTMENT COUNSEL, LLC
JACKSONVILLE, OR, United States · Form ADV filed Aug 12, 2026
- Regulatory AUM
- $1.54B Form ADV · Item 5.F
- Client accounts
- 1,847 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 366 | $788,025,770 | 51.1% |
| Retirement plans | 86 | $410,280,190 | 26.6% |
| Individuals | 583 | $194,746,222 | 12.6% |
| Investment companies | 1 | $90,501,949 | 5.9% |
| Corporations & businesses | 26 | $33,977,668 | 2.2% |
| Charities | 12 | $24,144,462 | 1.6% |
Filing source
Form ADV 2124637 · Aug 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
525 BIGHAM KNOLLJACKSONVILLE, OR, 97530, United States
CRD 128483
Filing source
Form ADV 2124637 · Aug 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.