RIA Intel›Advisers›Pennsylvania›CUTHBERT CAPITAL MANAGEMENT LLC

CUTHBERT CAPITAL MANAGEMENT LLC

Advisory

PA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in PA
#932
of 1,528 advisers by AUM
Average account
$2M
across 36 accounts
AUM per adviser
$76M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$76M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

BEACH INVESTMENT MANAGEMENT LLC.
WEST CONSHOHOCKEN, PA
$76M
-12.1% 1Y
CENTAURI ADVISORY GROUP, INC.
ZELIENOPLE, PA
$76M
DUKE AND DUKE WEALTH MANAGEMENT LLC
DOYLESTOWN, PA
$76M
MAIN POINT ADVISORS INC.
PHILADELPHIA, PA
$76M
+2.6% 1Y
MOYER CPA GROUP LLC
$75M
BENCHMARK ASSET MANAGERS, LLC
PHILADELPHIA, PA
$75M
-14.5% 1Y

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