CUTTER FINANCIAL GROUP LLC
CRD #290016 SEC #801-111822 FALMOUTH, MA (508) 388-7175
SEC Registered
Total AUM
$214.7M
Discretionary
$214.7M
Employees
6
Clients
51
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $214.7M | $214.7M | $0 | 6 | 0 |
| May 2025 | $214.7M | $214.7M | $0 | 6 | 0 |
| May 2025 | $214.7M | $214.7M | $0 | 6 | 0 |
| Mar 2025 | $214.7M | $214.7M | $0 | 6 | 0 |
| Apr 2024 | $207.3M | $207.3M | $0 | 6 | 0 |
| Apr 2024 | $207.3M | $207.3M | $0 | 6 | 0 |
| Apr 2024 | $207.3M | $207.3M | $0 | 6 | 0 |
| Mar 2024 | $207.3M | $207.3M | $0 | 6 | 0 |
| Nov 2023 | $192.6M | $192.6M | $0 | 6 | 0 |
| Sep 2023 | $192.6M | $192.6M | $0 | 6 | 0 |
| Aug 2023 | $192.6M | $192.6M | $0 | 6 | 0 |
| Mar 2023 | $192.6M | $192.6M | $0 | 6 | 0 |
| Nov 2022 | $215M | $215M | $0 | 6 | 0 |
| Aug 2022 | $215M | $215M | $0 | 6 | 0 |
| Mar 2022 | $215M | $215M | $0 | 6 | 0 |
| Jan 2022 | $190.1M | $190.1M | $0 | 6 | 0 |
| Jan 2022 | $190.1M | $190.1M | $0 | 6 | 0 |
| Dec 2021 | $190.1M | $190.1M | $0 | 6 | 0 |
| Aug 2021 | $190.1M | $190.1M | $0 | 6 | 0 |
| Mar 2021 | $190.1M | $190.1M | $0 | 6 | 0 |
| Jun 2020 | $170.8M | $170.8M | $0 | 7 | 0 |
| Mar 2020 | $170.8M | $170.8M | $0 | 7 | 0 |
| Feb 2020 | $121.1M | $118.4M | $2.7M | 7 | 0 |
| Mar 2019 | $121.1M | $118.4M | $2.7M | 7 | 0 |
| Dec 2018 | $123.9M | $123.9M | $0 | 7 | 0 |
| Oct 2018 | $123.9M | $123.9M | $0 | 7 | 0 |
| Mar 2018 | $123.9M | $123.9M | $0 | 7 | 0 |
| Jan 2018 | $123.9M | $123.9M | $0 | 7 | 0 |
| Nov 2017 | $0 | $0 | $0 | 7 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$214.7M
Discretionary$214.7M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$214.7M
Discretionary$214.7M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$214.7M
Discretionary$214.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$214.7M
Discretionary$214.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients0
DateDec 2021
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$121.1M
Discretionary$118.4M
Non-Disc.$2.7M
Employees7
Clients0
DateMar 2019
Total AUM$121.1M
Discretionary$118.4M
Non-Disc.$2.7M
Employees7
Clients0
DateDec 2018
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees7
Clients0
DateJan 2018
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0