← Tributary

CUTLER INVESTMENT GROUP

JACKSONVILLE, OR · CRD 128483 · IAPD ↗ · 541-770-9000

$1.54BRegulatory AUM
17Advisory reps
23Employees
11Clients
More than 500Planning clients
0Private funds
14States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — CUTLER INVESTMENT GROUP reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
April 2025 — CUTLER INVESTMENT GROUP notice-filed in NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
February 2025 — CUTLER INVESTMENT GROUP notice-filed in CO, HI, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — CUTLER INVESTMENT COUNSEL, LLC is now doing business as CUTLER INVESTMENT GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2024 — CUTLER INVESTMENT GROUP reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2024 — CUTLER INVESTMENT COUNSEL, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.