Cutler Capital Management
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
FINTRXOverview
Cutler Capital Management is an independent, SEC-registered Registered Investment Advisor organized as an LLC and operating since 2000. The firm serves individual and family clients alongside institutional investors, offering financial planning and portfolio management across individual accounts, pooled investment vehicles, and business or institutional mandates. Its fee model includes a percentage-of-AUM component, fixed fees, and performance-based fees. Cutler reports it is not an active ESG investor and is not structured as a multi-state adviser or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$21.7M in ETFs
99%
$21.4M
1%
$304K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY MSCI ENERGY INDEX ETF (FENY) | Fidelity | Passive | Equity Energy | $7.9M | 267,547 | 36.41% |
Location
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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