Investment adviser · CRD 22449

CUTTER & COMPANY, INC.

Investment adviser filing (IA)

CUTTER AND COMPANY BROKERAGE, INC.

BALLWIN, MO, United States · Form ADV filed Apr 8, 2025

Regulatory AUM: $937M
Client accounts: 2,368
Employees: 48
Advisory professionals: 38

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	2,212	$743,331,549	79.3%
High-net-worth individuals	112	$152,229,715	16.2%
Corporations & businesses	23	$36,149,072	3.9%
Retirement plans	12	$2,793,990	0.3%
Charities	9	$2,526,663	0.3%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 1976355 · Apr 8, 2025 · 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 funds

The 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: Apr 8, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

15415 CLAYTON ROAD
BALLWIN, MO, 63011, United States

CRD 22449

Filing source

Form ADV 1976355 · Apr 8, 2025 · 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.