firm profile
Cutler Investment Group
Overview
Cutler Investment Group is an SEC registered investment adviser based in Jacksonville, OR, registered since 2003. It reports $1.5B in assets under management across 1,847 accounts, with 23 employees. It has 21 investment adviser representatives.
- Reported AUM
- $1.5B
- Discretionary
- 87%
- Accounts
- 1,847
- Average account
- $835K
- Employees
- 23
- Advisory reps
- 21
- Registered since
- 2003
- Jurisdictions
- 14
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Matthew Cutler Patten Chief Executive Officer, Member CRD 2762796
- Erich Mark Patten President, Member CRD 4670959
- Brook Austin Anderson Chief Operating Officer CRD 6566083
1 more executive officer, with direct contact details
Advisory reps 3 of 21
- Brook Austin Anderson Investment Adviser Rep CRD 6566083
- Brooke Cutler Ashland Investment Adviser Rep CRD 2762853
- Ellery Elizabeth Barney Insurance Agent · Investment Adviser Rep CRD 6188496
18 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 525 Bigham Knoll Dr
Jacksonville, OR 97530 - County
- Jackson
- Metro area
- Medford, OR
- Region
- West
Registrations
- SEC registered
- Registered in 14 jurisdictions
- Website: cutler.com
Every state, with registration dates
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