Data / Investment advisers / Oregon / Cutler Investment Group
Cutler Investment Group, Jacksonville, OR: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cutler Investment Group is an SEC registered investment adviser with its main office in Jacksonville, Oregon and reports $1.5 billion in regulatory assets under management in its Form ADV filed August 12, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Cutler Investment Group (CRD number 128483): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 128483
- SEC file number
- 801-62469
- SEC status
- Approved, effective October 31, 2003
- Legal name
- Cutler Investment Counsel, LLC
- Main office
- 525 Bigham Knoll, Jacksonville, OR 97530
- Phone
- (541) 770-9000
- Regulatory AUM
- $1,541,676,261 in the Form ADV filed August 12, 2026
- Discretionary AUM
- $1,335,925,929
- Non discretionary AUM
- $205,750,332
- Accounts
- 1,847
- Employees
- 23, of which 17 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- August 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 366 | $788 million |
| Pension and profit sharing plans | 86 | $410.3 million |
| Individuals (other than high net worth individuals) | 583 | $194.7 million |
| Investment companies | 1 | $90.5 million |
| Corporations or other businesses | 26 | $34 million |
| Charitable organizations | 12 | $24.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.54 billion | March 20, 2026 |
| December 1, 2025 | $1.31 billion | October 8, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CS Planning Corp | Portland | $1.96 billion | Not listed | adviserinfo.sec.gov |
| Endeavour Capital | Portland | $1.89 billion | 7 | adviserinfo.sec.gov |
| Sapient Private Wealth Management, LLC | Eugene | $1.75 billion | Not listed | adviserinfo.sec.gov |
| Quest Investment Management, LLC | Lake Oswego | $1.71 billion | Not listed | adviserinfo.sec.gov |
| Matisse Capital | Portland | $1.63 billion | 1 | adviserinfo.sec.gov |
| Aerodigm Wealth LLC | Lake Oswego | $1.46 billion | Not listed | adviserinfo.sec.gov |
| JGP Wealth Management, LLC | Bend | $1.43 billion | Not listed | adviserinfo.sec.gov |
| True Private Wealth Advisors, LLC | Salem | $1.43 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Cutler Investment Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.