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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 Oct 1, 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
- Website
- HTTP://WWW.CUTLER.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Employees | 24 | 23 | decreased by1 |
| Apr 1, 2026 | Clients | 973 | 1,074 | increased by101 |
| Apr 1, 2026 | AUM | $1,309,990,254 | $1,541,676,261 | increased by$231,686,007 |
| Apr 1, 2026 | Accounts | 2,235 | 1,847 | decreased by388 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 21 | 24 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 21 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 640 | 973 | increased by333 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $971,000,000 | $1,309,990,254 | increased by$338,990,254 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,387 | 2,235 | increased by848 |
| Sep 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2022 | Employees | 12 | 14 | increased by2 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 1,226 | 640 | decreased by586 |
| Apr 1, 2022 | AUM | $750,000,000 | $971,000,000 | increased by$221,000,000 |
| Apr 1, 2022 | Accounts | 1,108 | 1,387 | increased by279 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CUTLER INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CUTLER INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.