Cutler Investment Counsel, LLC
● SEC registered since 2003CRD 128483SEC# 801-62469Jacksonville, OR
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Brook Austin Anderson Control | Chief Operating Officer | Under 5% | 2021 |
| Brooke Cutler Ashland Control | Chief Compliance Officer | Under 5% | 2004 |
| Erich Mark Patten Control | President, Member | 25-50% | 2003 |
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Join to unlock · $37/moFrequently 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
| Address | 525 Bigham Knoll, Jacksonville, OR 97530 |
| Phone | 541-770-9000 |
| Fax | 541-779-0006 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.54B▲ 31%
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