{
  "crd_number": 128483,
  "slug": "cutler-investment-group-jacksonville-or-128483",
  "primary_business_name": "CUTLER INVESTMENT GROUP",
  "legal_name": "CUTLER INVESTMENT COUNSEL, LLC",
  "dbas": [
    "CUTLER INVESTMENT GROUP"
  ],
  "city": "Jacksonville",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "32780",
  "metro": {
    "cbsa_code": "32780",
    "common_name": "Medford",
    "msa_name": "Medford, OR",
    "path": "/advisors/or/medford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-10-31",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-08-12",
  "carried_forward": false,
  "raum_total": 1541676261.0,
  "raum_discretionary": 1335925929.0,
  "raum_non_discretionary": 205750332.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 17,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 24144462.0,
      "count": 12
    },
    "individuals": {
      "raum": 194746222.0,
      "count": 583
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 90501949.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 410280190.0,
      "count": 86
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 788025770.0,
      "count": 366
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 33977668.0,
      "count": 26
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "LA",
    "NE",
    "NH",
    "NV",
    "OR",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://cutler.com",
    "https://cutleracademy.com",
    "https://facebook.com/CUTLER-INVESTMENT-GROUP-127272423551",
    "https://linkedin.com/COMPANY/812471",
    "https://twitter.com/EQUITYINCOME",
    "https://youtube.com/@CUTLERINVESTMENTS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128483",
  "disclosure_items": [
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "JACKSONVILLE",
  "url": "https://advisorcensus.com/firm/cutler-investment-group-jacksonville-or-128483",
  "display_name": "Cutler Investment Group",
  "summary": "Cutler Investment Group is an SEC-registered investment advisory firm in Jacksonville, OR, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 12, 2026.",
  "citation": "AdvisorCensus. Cutler Investment Group (CRD 128483): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Cutler Investment Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cutler Investment Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Cutler Investment Group located?",
      "a": "Cutler Investment Group's principal office is in Jacksonville, OR, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Cutler Investment Group registered with the SEC or a state?",
      "a": "Cutler Investment Group is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 128483."
    },
    {
      "q": "How much does Cutler Investment Group manage?",
      "a": "Cutler Investment Group reports $1,541,676,261 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (87% discretionary)."
    },
    {
      "q": "How have Cutler Investment Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cutler Investment Group: Regulatory assets under management: $750,000,000 in the October 2021 data and $1,541,676,261 in the October 2026 data, up 106%. Total employees: 12 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cutler Investment Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (583); high net worth individuals (366); pension and profit sharing plans (but not the plan participants or government pension plans) (86)."
    },
    {
      "q": "Which custodians does Cutler Investment Group use?",
      "a": "Cutler Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cutler Investment Group report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128483"
    },
    {
      "q": "What changed in Cutler Investment Group's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 18 to 17."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 750000000.0,
      "total_employees": 12,
      "filing_date": "2021-04-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 971000000.0,
      "total_employees": 13,
      "filing_date": "2022-08-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1054066040.0,
      "total_employees": 22,
      "filing_date": "2023-08-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1177313040.0,
      "total_employees": 21,
      "filing_date": "2024-08-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1309990254.0,
      "total_employees": 22,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1541676261.0,
      "total_employees": 23,
      "filing_date": "2026-08-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 17."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,309,990,254 to $1,541,676,261 (+18%).",
        "Changed its office addresses in Anchorage, AK.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 17 to 18."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Financial Services, Inc.",
      "name_as_filed": "EMPOWER FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cutler-investment-group-jacksonville-or-128483.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 583,
      "fewer_than_5": false,
      "raum": 194746222.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 366,
      "fewer_than_5": false,
      "raum": 788025770.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 90501949.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 86,
      "fewer_than_5": false,
      "raum": 410280190.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 24144462.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 26,
      "fewer_than_5": false,
      "raum": 33977668.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128483",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}