Wealth manager, independent · Jacksonville, OR
Cutler Investment Group
Cutler Investment Counsel, LLC · SEC-registered investment adviser · CRD 128483 · SEC 801-62469
At a glance
Cutler Investment Group is an SEC-registered investment adviser based in Jacksonville, Oregon, with $1.5B in regulatory assets under management as of its Form ADV filed August 12, 2026. It reports 949 individual clients, 366 of them high-net-worth, holding an average of about $1.0 million each, and 23 employees. That ranks it 706th among the nation’s 5,657 independent wealth management RIAs and 9th of 101 in Oregon. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Empower Financial Services.
Main office 541-770-9000cutler.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #706 of 5,657
- Rank among all SEC RIAs
- #4,189 of 17,210
- Rank in Oregon
- #9 of 101
- Individual clients
- 949
- High-net-worth clients
- 366
- Accounts
- 1,847
- Discretionary
- 87% of AUM
- Employees
- 23
- Advisory staff
- 17
- Offices
- 4
Owners and executives on its Form ADV
- Brooke C. AshlandChief Compliance Officer
- Matthew C. PattenChief Executive Officer, Member
- Erich M. PattenPresident, Member
- Brook A. AndersonChief Operating Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Cutler Investment Group reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 366 | $788M | 51% |
| Pension and profit sharing plans | 86 | $410M | 27% |
| Individuals | 583 | $195M | 13% |
| Investment companies | 1 | $91M | 6% |
| Corporations or other businesses | 26 | $34M | 2% |
| Charitable organizations | 12 | $24M | 2% |
Disciplinary disclosures
Cutler Investment Group answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cutler.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 4 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Oregon
All of Oregon →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Phillips and Company Advisors LLCPortland | $2.7B | 1,110 |
| CS Planning CorpPortland | $2.0B | 4,190 |
| Sapient Private Wealth Management, LLCEugene | $1.7B | 609 |
| Aerodigm Wealth LLCLake Oswego | $1.5B | 212 |
| JGP Wealth Management, LLCBend | $1.4B | 771 |
| True Private Wealth Advisors, LLCSalem | $1.4B | 1,576 |
Background
Questions
How much does Cutler Investment Group manage?
Cutler Investment Group reports $1.5B in regulatory assets under management across 1,847 accounts, 87% of it on a discretionary basis, on its Form ADV filed August 12, 2026.
How many clients does Cutler Investment Group have?
It reports 949 individual clients: 366 high-net-worth individuals and 583 other individuals. Individuals account for about 64% of its regulatory assets.
Where is Cutler Investment Group headquartered?
Its main office is in Jacksonville, Oregon. It reports 4 offices in total and 23 employees, 17 of whom perform investment advisory functions.
How does Cutler Investment Group charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Cutler Investment Group use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Empower Financial Services. On Schedule D of its Form ADV filed August 12, 2026, it reports these amounts held: Charles Schwab ($997M); Empower Financial Services ($180M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Cutler Investment Group a hybrid RIA with a broker-dealer?
Cutler Investment Group reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Cutler Investment Group a fiduciary?
As an SEC-registered investment adviser, Cutler Investment Group owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Cutler Investment Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →