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| Cutler Investment Counsel LLC
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| CRD # | 128483 |
| SEC # | 801-62469 |
| CIK # | 0001285973 |
| AUM | 1,541.7 M (2026-03-20) |
| Employees | 24 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 541-770-9000 |
| Address | 525 Bigham Knoll Jacksonville, OR 97530 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Tue, 21 Jul 2026 | Cutler Investment Counsel LLC Makes New Investment in Phillips 66 $PSX — MarketBeat |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 41.9 | ||
| Caterpillar Inc | 32.9 | ||
| Microsoft Corp | 25.1 | ||
| Wal Mart Stores Inc | 24.6 | ||
| United Technologies Corp /DE/ | 21.9 | ||
| Deere & Co | 20.5 | ||
| Schwab Charles Corp | 17.2 | ||
| BlackRock Inc | 16.9 | ||
| Texas Instruments Inc | 16.9 | ||
| Republic Services Inc | 16.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 194.7 |
| (b) Individuals (high net worth individuals) | 366 | 788.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 90.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 86 | 410.3 |
| (h) Charitable organizations | 12 | 24.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 34.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,847 | 1,541.7 |
| By Discretionary | ||
| Discretionary | 1,765 | 1,335.9 |
| Non-Discretionary | 82 | 205.8 |
| Total | 1,847 | 1,541.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,541.7 | |
| Total | 1,847 | 1,541.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001285973] | |
| SC 13G | [0001285973] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Cutler Investment Counsel LLC | Cutler Investment Counsel LLC | [2015-04-21] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 11 |
| Serves | Institutional, Retail |
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