United States · Investor

Cutler Investment Group

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Wealth managerUnknown

Impact InvestingRetirementWealth Management

Cheques on record

No rounds observed yetA limit of the sources we read, not a finding about the firm.

Pitch Cutler Investment Group

What they do

Type
Wealth manager (from a list, unverified)
Cheque size
Not stated
Sectors
Impact InvestingRetirementWealth Management
Based in
Jacksonville, United States
Cold pitches
Not stated

The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration5 named

BABrook Austin AndersonChief Operating OfficeriForm ADV
BCBrooke Cutler AshlandChief Compliance OfficeriForm ADV
CSCarol Sue FischerDirector of Client Relations, MemberiForm ADV
EMErich Mark PattenPresident, MemberiForm ADV
MCMatthew Cutler PattenChief Executive Officer, MemberiForm ADV

We also hold 5 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$1.5Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Cutler Investment Counsel, LLC
SEC number
CRD 128483

Quick answers about Cutler Investment Group

What does Cutler Investment Group invest in?

Cutler Investment Group says it invests in Impact Investing, Retirement and Wealth Management.

Is Cutler Investment Group investing now?

No investments in the last 12 months.

What kind of investor is Cutler Investment Group?

Cutler Investment Group is a wealth manager based in Jacksonville, United States.

How much does Cutler Investment Group manage?

About $1.5B, as regulatory assets under management (Oct 2026).

When was Cutler Investment Group founded?

Cutler Investment Group was founded in 1977.

Where does this information on Cutler Investment Group come from?

From public registers and its own website, checked and rebuilt every night.

Raising now?

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it