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| Happy Holidays!! thanks for using AUM13F!! |
| Cutler Investment Counsel LLC
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| CRD # | 128483 |
| SEC # | 801-62469 |
| CIK # | 0001285973 |
| AUM | $1.3 B (2025-07-11) |
| Employees | 22 (77% Investors, 0% Brokers) |
| Phone | 541-770-9000 |
| Address | 525 Bigham Knoll Jacksonville, OR 97530 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001285973 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 35.6 | ||
| Global MOFY Metaverse Ltd | 33.5 | ||
| Caterpillar Inc | 23.8 | ||
| Wal Mart Stores Inc | 22.4 | ||
| Republic Services Inc | 20.0 | ||
| BlackRock Inc | 19.2 | ||
| Schwab Charles Corp | 17.9 | ||
| Home Depot Inc | 17.7 | ||
| United Technologies Corp /DE/ | 17.5 | ||
| Deere & Co | 17.3 | ||
| McDonalds Corp | 15.5 | ||
| J P Morgan Chase & Co | 13.9 | ||
| Exxon Mobil Corp | 13.3 | ||
| Kroger Co | 13.1 | ||
| International Business Machines Corp | 13.0 | ||
| Texas Instruments Inc | 12.4 | ||
| Carrier Global Corp | 11.2 | ||
| Verizon Communications Inc | 10.6 | ||
| Medtronic Holdings Ltd | 10.6 | ||
| Procter & Gamble Co | 9.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 510 | 142.3 |
| (b) Individuals (high net worth individuals) | 345 | 648.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 141.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 87 | 345.4 |
| (h) Charitable organizations | 12 | 17.1 |
| (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 | 18 | 15.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,235 | 1,310.0 |
| By Discretionary | ||
| Discretionary | 2,167 | 1,135.5 |
| Non-Discretionary | 68 | 174.5 |
| Total | 2,235 | 1,310.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,310.0 | |
| Total | 2,235 | 1,310.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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|---|---|---|
|
Rossmore Private Capital LLC
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CT | 1.3 |
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RVW Wealth LLC
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CA | 1.3 |
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Strategic Family Wealth Counselors LLC
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Linden Global Strategies LLC
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NY | 1.3 |
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Evolution Wealth Advisors LLC
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FL | 1.3 |
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Sovran Advisors LLC
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CA | 1.3 |
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Royal Fund Management LLC
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FL | 1.3 |
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Roosevelt Capital Management LLC
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TX | 1.3 |
|
Oak Ridge Investments LLC
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IL | 1.3 |
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Wellington Consulting Services Inc
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VA | 1.3 |