AdvisorRanked
95
Clean

CUTLER CAPITAL MANAGEMENT

306 MAIN ST, WORCESTER, MA 01608-1518
Fiduciaryfee-onlySEC Registered
508-757-4455 HTTPS://WWW.LINKEDIN.COM/COMPANY/CUTLER-CAPITAL-MANAGEMENT-LLC CRD #107463
$431M
Assets Managed
6
Clients
9
Employees
26
Years Active
since 2000

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46106. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 26 years.

Firm Details

Legal NameCUTLER CAPITAL MANAGEMENT
CRD Number#107463
SEC RegisteredYes
Registration Date2000-03-01
States RegisteredMA
Assets Under Management$431M
Number of Clients6
Employees9
Compensation Typefee-only
Last ADV Filing46106

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Frequently Asked Questions

Is CUTLER CAPITAL MANAGEMENT a fiduciary?

Yes. CUTLER CAPITAL MANAGEMENT is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does CUTLER CAPITAL MANAGEMENT charge clients?

CUTLER CAPITAL MANAGEMENT uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does CUTLER CAPITAL MANAGEMENT have any complaints?

No. CUTLER CAPITAL MANAGEMENT has zero complaints or disciplinary actions on file with the SEC or FINRA across 26 years of operation.

How does CUTLER CAPITAL MANAGEMENT compare to other advisors in WORCESTER?

CUTLER CAPITAL MANAGEMENT has a Red Flag Score of 95/100. There are 4 registered advisory firms in WORCESTER. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46106. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.