RIA Intel›Advisers›Washington›MCCUTCHEN GROUP LLC

MCCUTCHEN GROUP LLC

Advisory

N·SEATTLE, WA

Data as of Mar 1, 2023 · Source: SEC Form ADV

Total AUM

$3.9B

1-Year AUM Growth

0.0%

3-Year CAGR

+9.4%

Employees

7

Assets Under Management

Total AUM$3.9B

Discretionary AUM$2.7B

Non-Discretionary AUM$1.2B

Discretionary %69.7%

Total Clients—

Team

Total Employees7

Investment Advisers21

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingMar 1, 2007

Latest FilingMar 1, 2023

🔒 Full AUM trend chart and 29 historical filings spanning 16+ 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 MCCUTCHEN GROUP LLC

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