RIA Intel›Advisers›Oregon›CUTLER INVESTMENT COUNSEL, LLC

CUTLER INVESTMENT COUNSEL, LLC

Advisory

N·JACKSONVILLE, OR

Data as of Jul 17, 2026 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+11.3%

3-Year CAGR

+9.9%

Employees

18

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.3B

Non-Discretionary AUM$206M

Discretionary %86.7%

Total Clients973

Team

Total Employees18

Investment Advisers24

Employee Growth (1Y)+6.3%

Filing History

Total Filings on Record60

First FilingOct 22, 2003

Latest FilingJul 17, 2026

🔒 Full AUM trend chart and 60 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CUTLER INVESTMENT COUNSEL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.