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CUTTER FINANCIAL GROUP LLC
CRD 290016File 801-111822
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$216.9M
Below cohort median (national)
Discretionary AUM
$216.9M
Clients
521
1,211 accounts
Employees
6
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 6, 2017
- Principal office
- 84 DAVIS STRAITS, FALMOUTH, MA, 02540
- Phone
- (508) 388-7175
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.9M
- Discretionary AUM
- $216.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,211
- Non-discretionary accounts
- 0
- Total accounts
- 1,211
- AUM per client
- $416K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $46K |
| High net worth individuals | 42 | $80.0M |
| Individuals (other than high net worth individuals) | 478 | $136.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- 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- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.