Cutter Financial Group LLC
● SEC registered since 2017CRD 290016SEC# 801-111822Falmouth, MA
Reg. AUM
$216.9M
Employees
6
Accounts
1,211
Location
Falmouth, MA
Cutter Financial Group LLC assets under management
Cutter Financial Group LLC is an SEC-registered investment adviser based in Falmouth, MA. The firm has been registered since 2017. It reports $216.9 million in regulatory assets under management and employs 6 people.
Cutter Financial Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Thomas Cutter Control | Managing Member, President And Chief Compliance Officer | 50-75% | 2006 |
| Jill Cutter Control | Member | 50-75% | 2006 |
Frequently asked questions
How much does Cutter Financial Group LLC manage?
Cutter Financial Group LLC reports $216.9 million in regulatory assets under management on its Form ADV.
How many employees does Cutter Financial Group LLC have?
Cutter Financial Group LLC reports 6 employees.
Where is Cutter Financial Group LLC located?
Cutter Financial Group LLC is based in Falmouth, MA and has been SEC-registered since 2017.
Does Cutter Financial Group LLC disclose fund performance?
Cutter Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 84 Davis Straits, Falmouth, MA 02540 |
| Phone | (508) 388-7175 |
| Fax | (508) 388-7029 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1784448 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$216.9M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$216.9Mregulatory AUM
Discretionary $216.9M