NUTTER INVESTMENT ADVISORS

RIASEC RegisteredEst. 1988

Total AUM

$3B

Discretionary

$70M

2% of AUM

Avg account

$72.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 105461
Registered since: November 14, 1988
Custodians: FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses97.64%
HNWI2.28%
Individuals0.08%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nutter Investment Advisors is a limited partnership that has been registered with the SEC since 1988. The firm serves both high-net-worth individuals and families as well as institutional clients, and it provides portfolio management for individuals/small businesses and for businesses or institutions. Ownership is domestic and includes individual ownership interests. Fee arrangements combine a percentage-of-AUM structure with fixed-fee engagements. The firm does not position itself as an active ESG investor. The firm’s operating profile is oriented toward discretionary and non-discretionary advisory relationships, but the bulk of assets are held in non-discretionary accounts, which suggests substantial client-directed mandates or custodial arrangements where clients retain trading authority. Nutter maintains an affiliation with a law firm in its industry relationships.