The CUTLER INVESTMENT COUNSEL, LLC is a privately held investment adviser that advises $1.68Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. CUTLER INVESTMENT COUNSEL, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 116.67% over the last 5-years.
The Group has been registered with the SEC for 22.76 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 525 BIGHAM KNOLL, JACKSONVILLE, OREGON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 18 investment and 6 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $1.68Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 124 other accounts. Assets of High Net Worth Individuals clients own $788.03mn or 47.01% of Total Assets and Pension and Profit Sharing Plans-Private own $410.28mn or 24.47% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CUTLER INVESTMENT COUNSEL, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.