Cuthbert Capital Management LLC

Overview

Cuthbert Capital Management LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and families, and small business accounts. The firm’s strategy tilts heavily toward publicly traded equities, with exchange-traded securities forming the core of client portfolios. Management appears to run concentrated, liquid portfolios held at a major custodian to support trading flexibility and ongoing rebalancing. The adviser charges a percentage-of-AUM fee and operates with a single-office, boutique structure that serves a limited number of higher-net-worth clients rather than institutional or pension mandates. Cuthbert Capital positions itself as an equity-first manager, using exchange-traded equities and ETFs as the primary vehicle for market exposure. Mutual funds are used as complementary building blocks where appropriate, and the firm maintains an allocation to real estate alternatives through third-party managers to add income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices