SourcingSourcing

CUTLER INVESTMENT COUNSEL, LLC

C21
CRD 128483·SEC 801-62469·JACKSONVILLE, OR
AUM
$1.54B
$1B+
Est. Revenue
$15.4M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$37.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CUTLER INVESTMENT COUNSEL, LLC
CRD
128483
SEC file #
801-62469
EIN
000000000
DBA names
Cutler Investment Group

Economics

AUM
$1.54B
AUM band
$1B+
AUM trajectory
'20'26
$602.1M → $1.54B▲ +156%
Client mix
Individuals Other583
Individuals High Net Worth366
Pension Profit Sharing Plans86
Corporations26
Charitable Organizations12

Operations

Employees (total)
24
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
10 advisors → 18 advisors▲ +80%
Primary office
JACKSONVILLE OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
youtube.com/@cutlerinvestments

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PATTEN, ERICH, MARK
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
PATTEN, ERICH, MARK
PATTEN, MATTHEW, CUTLER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
175,317
Form 5500 Compensation Trajectory 3y
2025163,081
202612,236
Form 5500 Plan Count Trajectory 3y
20254
20261
Schedule C Total Compensation
175,317
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001285973
Edgar Registered
Yes
Edgar Filing Count
98
Edgar First Filing Date
2004-04-06
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0002085853-26-000576

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
21
Bc Firm IAR Count
21
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
525 BIGHAM KNOLLJACKSONVILLE, OR 97530
Business
525 BIGHAM KNOLLJACKSONVILLE, OR 97530
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-07 · 0002085853-26-000576
13F-HR2026-02-12 · 0002085853-26-000254
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4670959
Trust Company Affiliate
No

People (21)

21
PATTEN, MATTHEW, CUTLER
IAR · Direct Owner · 37.5%
2762796
PATTEN, ERICH, MARK
IAR · Direct Owner · 37.5%
4670959
ASHLAND, BROOKE, CUTLER
IAR · Executive Officer · 2.5%
2762853
ANDERSON, BROOK, AUSTIN
IAR · Executive Officer · 2.5%
6566083
Madison Raye Raffensperger
IAR
6978761
JENNIFER ANN LEROY
IAR
6111966
SUSAN LEANN NIEDWICK
IAR
2916012
TINGWEI CHIANG
IAR
5112049
Nicholas Huy Swanson
IAR
8154611
Christine Renae Burkhart
IAR
6573001
CAROL SUE FISCHER
IAR
4351369
RANDY SCOTT GARDNER
IAR
1780912
ELLERY Elizabeth BARNEY
IAR
6188496
Sierra Nicole Steele
IAR
6892371
DEAN ANTHONY RUSSO
IAR
4330498
JOSEPH JING-TING LU
IAR
4668763
RYAN LANSING SWEET
IAR
6167871
MICHAEL WAYNE SHAMBURGER
IAR
1739030
ALEXANDER OTTO LUND
IAR
6274063
THOMAS JAKE CAUGHELL
IAR
7337078
CHRISTOPHER JAMES HECKENKAMP
IAR
6985506