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- Custodian
- Fidelity/NFS · Goldman Sachs · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2000
- Office Locations
- 1
Office Locations
About Cutler Capital Management
Cutler Capital Management is a Worcester, MA investment adviser serving both retail and institutional clients—from individuals and financial professionals to endowments, pensions and family offices. The firm provides discretionary portfolio management and financial planning, with an emphasis on asset allocation and portfolio construction. Strategies are ETF-centric (the majority of SMA assets), complemented by fixed income and select alternative/ESG-oriented exposures.
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Owner & Executives
GEOFFREY KRISTOPHER ALLAN DANCEY
Chief Compliance Officer, Investment Advisor, Managing Member, President, PRINCIPAL
- CRD
- #4744852
- Ownership
- 50% but less than 75%
MELVIN STANLEY CUTLER
Portfolio Manager, PRINCIPAL
- CRD
- #4380174
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL EDWARD HOGAN
Managing Director
- CRD
- #725951
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $430,827,783 | $1,238,011 |
| Non-Discretionary | $0 | -- |
| Total | $430,827,783 | $1,238,011 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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