Cutler Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Worcester, MA. Its latest Form ADV filing, dated March 25, 2026, reports $431M in regulatory assets under management, 9 employees, and 348 accounts.
Assets Under Management
$431M
Employees
9
Offices
--
Total Clients
146
Primary office
WORCESTER, MA
306 MAIN ST, 2ND FLOOR, WORCESTER, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.9% of total clients.
Top client categories% of clientsClients
1
HNWI
69.9%
102
2
Individuals
15.1%
22
3
Corporations
10.3%
15
4
Charitable
2.1%
3
5
Pooled Investment Vehicles
1.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$431Mas of March 25, 2026
Discretionary100.0%
$431M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$431M
Total Accounts348
10Y AUM Change+$133M (+44.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee16:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.