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CUTLER INVESTMENT GROUP
Legal name: CUTLER INVESTMENT COUNSEL, LLC
CRD 128483File 801-62469
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$1.34B
Non-discretionary $205.8M
Clients
1,074
1,847 accounts
Employees
23
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 31, 2003
- Principal office
- 525 BIGHAM KNOLL, JACKSONVILLE, OR, 97530
- Phone
- 541-770-9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.54B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $205.8M
- Discretionary accounts
- 1,765
- Non-discretionary accounts
- 82
- Total accounts
- 1,847
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $34.0M |
| Investment companies | 1 | $90.5M |
| Charitable organizations | 12 | $24.1M |
| High net worth individuals | 366 | $788.0M |
| Pension and profit sharing plans | 86 | $410.3M |
| Individuals (other than high net worth individuals) | 583 | $194.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Employees | 24 | 23 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.