CUTLER INVESTMENT COUNSEL, LLC
Legal name: CUTLER INVESTMENT GROUP
CRD #128483 SEC #801-62469 JACKSONVILLE, OR 541-770-9000
SEC Registered
Total AUM
$1.3B
Discretionary
$1.1B
Employees
24
Clients
101
Accounts
2,235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.3B | $1.1B | $174.5M | 24 | 130 |
| Jul 2025 | $1.3B | $1.1B | $174.5M | 22 | 130 |
| Jun 2025 | $1.3B | $1.1B | $174.5M | 21 | 130 |
| May 2025 | $1.3B | $1.1B | $174.5M | 20 | 130 |
| Apr 2025 | $1.3B | $1.1B | $174.5M | 21 | 130 |
| Mar 2025 | $1.3B | $1.1B | $174.5M | 22 | 130 |
| Jan 2025 | $1.2B | $1.1B | $71.1M | 21 | 0 |
| Dec 2024 | $1.2B | $1.1B | $71.1M | 21 | 0 |
| Aug 2024 | $1.2B | $1.1B | $71.1M | 21 | 0 |
| Jul 2024 | $1.2B | $1.1B | $71.1M | 20 | 0 |
| Mar 2024 | $1.2B | $1.1B | $71.1M | 21 | 0 |
| Jan 2024 | $1.1B | $1B | $45.8M | 23 | 2 |
| Jan 2024 | $1.1B | $1B | $45.8M | 23 | 2 |
| Nov 2023 | $1.1B | $1B | $45.8M | 23 | 2 |
| Aug 2023 | $1.1B | $1B | $45.8M | 22 | 2 |
| Mar 2023 | $1.1B | $1B | $45.8M | 20 | 2 |
| Nov 2022 | $971M | $922M | $49M | 20 | 2 |
| Oct 2022 | $971M | $922M | $49M | 18 | 2 |
| Aug 2022 | $971M | $922M | $49M | 13 | 2 |
| Mar 2022 | $971M | $922M | $49M | 14 | 2 |
| Apr 2021 | $750M | $725M | $25M | 12 | 2 |
| Mar 2021 | $750M | $725M | $25M | 12 | 2 |
| Nov 2020 | $670.6M | $639.7M | $30.9M | 11 | 2 |
| Jul 2020 | $670.6M | $639.7M | $30.9M | 11 | 2 |
| May 2020 | $670.6M | $639.7M | $30.9M | 11 | 2 |
| Mar 2020 | $670.6M | $639.7M | $30.9M | 11 | 2 |
| Mar 2019 | $602.1M | $576.6M | $25.5M | 10 | 2 |
| Nov 2018 | $767.4M | $767.4M | $24.2K | 9 | 2 |
| Jul 2018 | $767.4M | $767.4M | $24.2K | 9 | 2 |
| Jan 2018 | $767.4M | $767.4M | $24.2K | 9 | 2 |
| Mar 2017 | $1B | $943.9M | $84.8M | 14 | 800 |
| Jun 2016 | $899.4M | $814.8M | $84.6M | 12 | 200 |
| Apr 2016 | $899.4M | $814.8M | $84.6M | 12 | 200 |
| Mar 2016 | $899.4M | $814.8M | $84.6M | 12 | 200 |
| Dec 2015 | $962.4M | $878.2M | $84.2M | 10 | 200 |
| Oct 2015 | $962.4M | $878.2M | $84.2M | 10 | 200 |
| Jul 2015 | $962.4M | $878.2M | $84.2M | 10 | 200 |
| Mar 2015 | $962.4M | $878.2M | $84.2M | 10 | 200 |
| Jul 2014 | $1B | $957.2M | $83.6M | 9 | 200 |
| Mar 2014 | $1B | $957.2M | $83.6M | 11 | 200 |
| Nov 2013 | $897.1M | $897.1M | $0 | 11 | 300 |
| Mar 2013 | $897.1M | $897.1M | $0 | 11 | 300 |
| Feb 2013 | $256.8M | $256.8M | $0 | 12 | 300 |
| Dec 2012 | $256.8M | $256.8M | $0 | 12 | 300 |
| Nov 2012 | $256.8M | $256.8M | $0 | 12 | 300 |
| Mar 2012 | $175.1M | $175.1M | $0 | 6 | 200 |
| Feb 2012 | $176.5M | $176.5M | $0 | 6 | 200 |
| Mar 2011 | $159.8M | $159.8M | $0 | 10 | -- |
| Mar 2011 | $159.8M | $159.8M | $0 | 10 | -- |
| Dec 2010 | $124.7M | $124.7M | $0 | 10 | -- |
| Feb 2009 | $95M | $95M | $0 | 10 | -- |
| Jan 2008 | $147M | $147M | $0 | 10 | -- |
| Mar 2007 | $143.2M | $143.2M | $0 | 10 | -- |
| Mar 2006 | $138.1M | $138.1M | $0 | 10 | -- |
| Aug 2004 | $131.5M | $131.5M | $0 | -- | -- |
| Jul 2004 | $180.3M | $180.3M | $0 | -- | -- |
| Mar 2004 | $180.3M | $180.3M | $0 | -- | -- |
| Oct 2003 | $40.5M | $40.5M | $0 | 10 | -- |
DateOct 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174.5M
Employees24
Clients130
DateJul 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174.5M
Employees22
Clients130
DateJun 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174.5M
Employees21
Clients130
DateMay 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174.5M
Employees20
Clients130
DateApr 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174.5M
Employees21
Clients130
DateMar 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174.5M
Employees22
Clients130
DateJan 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$71.1M
Employees21
Clients0
DateDec 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$71.1M
Employees21
Clients0
DateAug 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$71.1M
Employees21
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$71.1M
Employees20
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$71.1M
Employees21
Clients0
DateJan 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$45.8M
Employees23
Clients2
DateJan 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$45.8M
Employees23
Clients2
DateNov 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$45.8M
Employees23
Clients2
DateAug 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$45.8M
Employees22
Clients2
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$45.8M
Employees20
Clients2
DateNov 2022
Total AUM$971M
Discretionary$922M
Non-Disc.$49M
Employees20
Clients2
DateOct 2022
Total AUM$971M
Discretionary$922M
Non-Disc.$49M
Employees18
Clients2
DateAug 2022
Total AUM$971M
Discretionary$922M
Non-Disc.$49M
Employees13
Clients2
DateMar 2022
Total AUM$971M
Discretionary$922M
Non-Disc.$49M
Employees14
Clients2
DateApr 2021
Total AUM$750M
Discretionary$725M
Non-Disc.$25M
Employees12
Clients2
DateMar 2021
Total AUM$750M
Discretionary$725M
Non-Disc.$25M
Employees12
Clients2
DateNov 2020
Total AUM$670.6M
Discretionary$639.7M
Non-Disc.$30.9M
Employees11
Clients2
DateJul 2020
Total AUM$670.6M
Discretionary$639.7M
Non-Disc.$30.9M
Employees11
Clients2
DateMay 2020
Total AUM$670.6M
Discretionary$639.7M
Non-Disc.$30.9M
Employees11
Clients2
DateMar 2020
Total AUM$670.6M
Discretionary$639.7M
Non-Disc.$30.9M
Employees11
Clients2
DateMar 2019
Total AUM$602.1M
Discretionary$576.6M
Non-Disc.$25.5M
Employees10
Clients2
DateNov 2018
Total AUM$767.4M
Discretionary$767.4M
Non-Disc.$24.2K
Employees9
Clients2
DateJul 2018
Total AUM$767.4M
Discretionary$767.4M
Non-Disc.$24.2K
Employees9
Clients2
DateJan 2018
Total AUM$767.4M
Discretionary$767.4M
Non-Disc.$24.2K
Employees9
Clients2
DateMar 2017
Total AUM$1B
Discretionary$943.9M
Non-Disc.$84.8M
Employees14
Clients800
DateJun 2016
Total AUM$899.4M
Discretionary$814.8M
Non-Disc.$84.6M
Employees12
Clients200
DateApr 2016
Total AUM$899.4M
Discretionary$814.8M
Non-Disc.$84.6M
Employees12
Clients200
DateMar 2016
Total AUM$899.4M
Discretionary$814.8M
Non-Disc.$84.6M
Employees12
Clients200
DateDec 2015
Total AUM$962.4M
Discretionary$878.2M
Non-Disc.$84.2M
Employees10
Clients200
DateOct 2015
Total AUM$962.4M
Discretionary$878.2M
Non-Disc.$84.2M
Employees10
Clients200
DateJul 2015
Total AUM$962.4M
Discretionary$878.2M
Non-Disc.$84.2M
Employees10
Clients200
DateMar 2015
Total AUM$962.4M
Discretionary$878.2M
Non-Disc.$84.2M
Employees10
Clients200
DateJul 2014
Total AUM$1B
Discretionary$957.2M
Non-Disc.$83.6M
Employees9
Clients200
DateMar 2014
Total AUM$1B
Discretionary$957.2M
Non-Disc.$83.6M
Employees11
Clients200
DateNov 2013
Total AUM$897.1M
Discretionary$897.1M
Non-Disc.$0
Employees11
Clients300
DateMar 2013
Total AUM$897.1M
Discretionary$897.1M
Non-Disc.$0
Employees11
Clients300
DateFeb 2013
Total AUM$256.8M
Discretionary$256.8M
Non-Disc.$0
Employees12
Clients300
DateDec 2012
Total AUM$256.8M
Discretionary$256.8M
Non-Disc.$0
Employees12
Clients300
DateNov 2012
Total AUM$256.8M
Discretionary$256.8M
Non-Disc.$0
Employees12
Clients300
DateMar 2012
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees10
Clients--