CUTLER CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2000
Total AUM
$431M
Discretionary
$431M
100% of AUM
Avg account
$1.2M
Accounts
348
Employees
9
Advisory reps
3

Firm details

Headquarters
WORCESTER, Massachusetts
CRD number
107463
Registered since
March 1, 2000
Website
cutlercapital.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI63.87%
  • Pooled Investment Vehicles23.52%
  • Corporations / Businesses6.8%
  • Charitable Organizations3.82%
  • Individuals1.16%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cutler Capital Management is an independent registered investment adviser organized as an LLC and operating since 2000. The firm serves both individuals and families as well as institutional clients, delivering financial planning and discretionary portfolio management across individual accounts, pooled investment vehicles, and business or institutional mandates. Its fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. Cutler is not positioned as a capital allocator and does not self-identify as an active ESG investor; it is also not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Other 18%, Cash & Cash Equivalents 14%, US Government Bonds 8%, Non-Exchange Traded Equities 7%, Public Funds/Mutual Funds 4%, State & Local Bonds 1%49%
  • Exchange Traded Equities49%
  • Other18%
  • Cash & Cash Equivalents14%
  • US Government Bonds8%
  • Non-Exchange Traded Equities7%

Contacts

3 of 3

  • MELVIN CUTLER

    Founder & Portfolio ManagerCRD 4380174

  • MICHAEL HOGAN

    Managing Director, Wealth ManagementCRD 725951

  • GEOFFREY DANCEY

    Managing Partner, Portfolio ManagerCRD 4744852

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 14

Active vs passive

$20.3M in ETFs

Passive

99%

$20.1M

Active

1%

$265K

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY MSCI ENERGY INDEX ETF (FENY)FidelityPassiveEquity Energy$9.1M267,31544.70%
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Location

Primary office

WORCESTER, MA

WORCESTER

Location

WORCESTER, MA

Headquartered in WORCESTER, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
WORCESTER
Address
306 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth