# Cuthbert Capital Management LLC

> Cuthbert Capital Management LLC is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 325188
- Filed as: CUTHBERT CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325188
- AdvisorCensus page: https://advisorcensus.com/firm/cuthbert-capital-management-llc-325188

## Quick answers

**How is Cuthbert Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cuthbert Capital Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cuthbert Capital Management LLC registered with the SEC or a state?**
Cuthbert Capital Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325188.

**How much does Cuthbert Capital Management LLC manage?**
Cuthbert Capital Management LLC reports $75,911,268 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Cuthbert Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (5).

**Does Cuthbert Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325188

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $75,911,268
- Discretionary: $75,911,268
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,282,901 |
| High net worth individuals | 5 | $74,628,367 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cuthbert Capital Management LLC (CRD 325188): Form ADV filing data as of October 2026.