JACKSONVILLE, ORCRD 128483Latest ADV March 20, 2026
Cutler Investment Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville, OR. Its latest Form ADV filing, dated March 20, 2026, reports $1.5B in regulatory assets under management, 24 employees, 3 offices, and 1,847 accounts.
Top client segmentIndividuals represent 54.3% of total clients.
Top client categories% of clientsClients
1
Individuals
54.3%
583
2
HNWI
34.1%
366
3
Pension Plans
8.0%
86
4
Corporations
2.4%
26
5
Charitable
1.1%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 20, 2026
Discretionary86.7%
$1.3B
87% of total RAUM86.7%
Non-discretionary13.3%
$206M
13% of total RAUM13.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts1,847
10Y AUM Change+$513M (+49.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee45:1
10Y Employee Change+10 (+71.4%)
* 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.