Wealth manager, independent · Falmouth, MA
Cutter Financial Group LLC
SEC-registered investment adviser · CRD 290016 · SEC 801-111822
At a glance
Cutter Financial Group LLC is an SEC-registered investment adviser based in Falmouth, Massachusetts, with $217 million in regulatory assets under management as of its Form ADV filed March 5, 2026. Its largest client group by assets is individuals, and it reports 520 individual clients. By Form ADV it is a wealth manager, ranked 5,523rd of 8,915 wealth managers and 11,845th of 17,210 SEC-registered advisers by assets.
Main office 508-388-7175cutterfinancialgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $217M
- Rank among wealth managers
- #5,523 of 8,915
- Rank among all SEC RIAs
- #11,845 of 17,210
- Rank in Massachusetts
- #490 of 627
- Individual clients
- 520
- High-net-worth clients
- 42
- Accounts
- 1,211
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Jeffrey T. CutterManaging Member, President and Chief Compliance Officer
- Jill CutterMember
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 478 | $137M | 63% |
| High-net-worth individuals | 42 | $80M | 37% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Cutter Financial Group LLC answers yes to 1 disclosure item 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
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗cutterfinancialgroup.com ↗
AtlasMembers
The full record on Cutter Financial Group LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 6,115 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cutter Financial Group LLC manage?
Cutter Financial Group LLC reports $217 million in regulatory assets under management across 1,211 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 5, 2026.
What kind of firm is Cutter Financial Group LLC?
Cutter Financial Group LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Cutter Financial Group LLC’s clients?
By assets, its largest client types are individuals ($137 million, 478 clients); high-net-worth individuals ($80 million, 42 clients); charitable organizations ($45,826, 1 clients).
Does Cutter Financial Group LLC have any disciplinary history?
Cutter Financial Group LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Cutter Financial Group LLC’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 (2026-03-05), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →