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Cutler Investment Group

Cutler Investment Group. CRD 128483

Cutler Investment Group logo

CRD: 128483

Cutler Investment Group

Jacksonville, OR, 97530
5417709000
www.cutler.com
$1.5B Total AUM
$1.3B Disc. AUM
15.3% 3Y CAGR
24 Employees
1,085 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Empower
Clients
Retail and Institutional
Platforms
Foundation pathwayAlpha oak +more
Established Date
10-31-2003
Office Locations
7

Office Locations

10655 NE 4TH Street Suite 800 Bellevue WA
10900 NE 4TH Street Suite 1910 Bellevue WA
220 Newport Center Dr. Suite 20 Newport Beach CA

About Cutler Investment Group

Cutler Investment Group is a fiduciary advisory firm delivering portfolio management, customized investment solutions, and financial planning for individual investors as well as retirement plans, corporations, and institutions. Led by CEO/PM Matthew C. Patten and CIO/PM Erich M. Patten, the team includes dedicated institutional services and consulting. Portfolios emphasize asset allocation using public funds and ETFs, with fixed income and ESG/SRI options, and custody through Charles Schwab.

Team overview

46 AVG AGE
$85.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.1 yrs AVG TENURE
24 Employees
18 Advisory Reps
19 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Alpha

Client Personas

Momentum meridian Vector element

Custodian

Frontier

Investment Themes

Value zenith Pathway Alpha

Investment Vehicles

Peak

Services

Vital catalyst Oak foundation Capital optima Capital fusion Zenith meridian Glacier Oak catalyst Alpha

Technology

Matrix capital Ridge Capital peak

Owner & Executives

ERICH MARK PATTEN

ERICH MARK PATTEN

Portfolio Manager, President

CRD
#4670959
Ownership
25% but less than 50%
(295) 312-2620
foundation.meridian@radialcapital.com
in linkedin.com/in/zenith-radial
MATTHEW CUTLER PATTEN

MATTHEW CUTLER PATTEN

Chief Executive Officer

CRD
#2762796
Ownership
25% but less than 50%
(329) 665-4340
horizon.north@optimacapital.com
in linkedin.com/in/timber-zenith
R

Ridge insight

Vertex capital harbor

CRD
#97296
Ownership
6.1%
(698) 890-7896
north.delta@momentumcapital.com
in linkedin.com/in/ridge-crest

Showing 2 of 4 owners & executives

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Contacts

ELLERY Elizabeth BARNEY

ELLERY Elizabeth BARNEY

Wealth Advisor

CRD
#6188496
(240) 651-3498
fusion.oak@matrixcapital.com
in linkedin.com/in/harbor-element
Christine Renae Burkhart

Christine Renae Burkhart

Wealth Manager

CRD
#6573001
(529) 873-9242
focus.ember@focuscapital.com
in linkedin.com/in/radial-unison
P

Prime fusion

Ember foundation momentum

CRD
#21427
(578) 646-2833
signal.prime@meridiancapital.com
in linkedin.com/in/bridge-value

Showing 2 of 21 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-30-2022
11-22-2023
12-24-2024
10-08-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $1,335,925,929 $756,899
Non-Discretionary $205,750,332 $2,509,150
Total $1,541,676,261 $834,692

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Separately Managed Accounts

Total SMA Asset: $1,451,174,312

$1.5B Total SMA
Public Funds:
16.5%
Equity - Exchange:
13.2%
Cash:
30.1%
U.S. Government/Agency:
31.8%
Municipal Bonds:
8.4%
Asset class Assets Assets %
Public Funds $808,665,044 16.5%
Equity - Exchange $646,932,035 13.2%
Cash $1,475,201,081 30.1%
U.S. Government/Agency $1,558,518,085 31.8%
Municipal Bonds $411,684,023 8.4%
Total $4,901,000,268 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ALPHA FUSION OAK FOUNDATION JAM5DGUGX MMO 11.53% $60,926,742
UNISON FOCUS RIDGE NORTH INSIGHT AVXQ983SI LGSL 8.53% $28,473,813
LEGACY GLACIER HORIZON EMBER BI94RE5RH XAQ 7.22% $95,823,497
MOMENTUM BRIDGE GLACIER VECTOR VIAFEXICQ PKYIN 10.54% $6,731,510
PATHWAY EAGLE PEAK SUMMIT FI8JAISYZ HFHJP 7.27% $114,564,948
EAGLE CREST MERIDIAN HORIZON HX7JG0UJ4 SYQFC 2.64% $16,371,104
CATALYST MOMENTUM ALPHA HARBOR WAVE PE8FIH0JW ATAE 11.55% $87,889,027
PATHWAY VERTEX PEAK EMBER DELTA 3BGF6BO9O GRGOK 7.33% $82,477,762

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