Cutler Investment Group
Registered investment adviser · Jacksonville, OR · CRD #128483
Form ADV data as of 2026-09-01Regulatory assets
$1.54 billion
Total accounts
1,847
Employees
23
Disclosure events
4
Firm details
- Website: https://www.youtube.com/@cutlerinvestments
- Telephone: 541-770-9000
- SEC file number: 801-62469
- Most recent Form ADV filing: 2026-08-12
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 4 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- SEC or CFTC found a false statement or omission
- SEC or CFTC found a violation of its regulations or statutes
- SEC or CFTC entered an order in connection with investment-related activity
- SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.34 billion |
| Non-discretionary regulatory assets under management | $205.8 million |
| Total regulatory assets under management | $1.54 billion |
| Discretionary accounts | 1,765 |
| Non-discretionary accounts | 82 |
| Total accounts | 1,847 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 23 |
| Employees performing investment advisory functions (including research) | 17 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 18 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 3 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $209.1 million |
| Clients for whom the firm has custody | 566 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 17 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities in which it has another sales interest
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 583 | $194.7 million |
| High net worth individuals | 366 | $788.0 million |
| Investment companies | 1 | $90.5 million |
| Pension and profit sharing plans (not the participants or government plans) | 86 | $410.3 million |
| Charitable organizations | 12 | $24.1 million |
| Corporations or other businesses not listed above | 26 | $34.0 million |