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Cutler Investment Counsel, LLC

● SEC registered since 2003CRD 128483SEC# 801-62469Jacksonville, OR
Export (members)
Reg. AUM
$1.54B
Employees
24
Accounts
1,847
Location
Jacksonville, OR

Cutler Investment Counsel, LLC assets under management

Cutler Investment Counsel, LLC is a registered investment adviser overseen by the SEC based in Jacksonville, OR. The firm has been registered since 2003. It reports $1.5 billion in regulatory assets under management and employs 24 people.

Cutler Investment Counsel, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brook Austin Anderson ControlChief Operating OfficerUnder 5%2021
Brooke Cutler Ashland ControlChief Compliance OfficerUnder 5%2004
Erich Mark Patten ControlPresident, Member25-50%2003
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Frequently asked questions

How much does Cutler Investment Counsel, LLC manage?

Cutler Investment Counsel, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Cutler Investment Counsel, LLC have?

Cutler Investment Counsel, LLC reports 24 employees.

Where is Cutler Investment Counsel, LLC located?

Cutler Investment Counsel, LLC is based in Jacksonville, OR and has been SEC-registered since 2003.

Does Cutler Investment Counsel, LLC disclose fund performance?

Cutler Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address525 Bigham Knoll, Jacksonville, OR 97530
Phone541-770-9000
Fax541-779-0006
Office hours7:30 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Regulatory AUM

$1.54B▲ 31%
Jan '25 — $1.18BFeb '25 — $1.18BMar '25 — $1.31BApr '25 — $1.31BMay '25 — $1.31BJun '25 — $1.31BJul '25 — $1.31BAug '25 — $1.31BSep '25 — $1.31BOct '25 — $1.31BNov '25 — $1.31BDec '25 — $1.31BJan '26 — $1.31BFeb '26 — $1.31BMar '26 — $1.54BApr '26 — $1.54BMay '26 — $1.54BJun '26 — $1.54B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers

Assets under management

$1.54Bregulatory AUM
Discretionary $1.34BNon-discretionary $205.8M