# CUTLER INVESTMENT COUNSEL, LLC

CUTLER INVESTMENT COUNSEL, LLC of JACKSONVILLE, OR is an SEC-registered investment adviser.

## Registration

- CRD: 128483
- Type: SEC-registered investment adviser
- SEC file number: 801-62469
- Location: 525 BIGHAM KNOLL, JACKSONVILLE, OR, 97530
- Phone: 541-770-9000
- Latest filing: 2026-07-17
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $205.8M
- Clients: 24
- Accounts: 1,847

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Brooke Cutler Ashland | CHIEF COMPLIANCE OFFICER | — |
| Carol Sue Fischer | DIRECTOR OF CLIENT RELATIONS, MEMBER | — |
| Matthew Cutler Patten | CHIEF EXECUTIVE OFFICER, MEMBER | — |
| Erich Mark Patten | PRESIDENT, MEMBER | — |
| Brook Austin Anderson | CHIEF OPERATING OFFICER | — |
| ASHLAND BROOKE CUTLER | CEO, CCO; CEO, CHIEF COMPLIANCE OFFICER; CHAIRMAN, CHIEF COMPLIANCE OFFICER, MEMBER (+2 more) | — |
| FISCHER CAROL SUE | COO; DIRECTOR OF CLIENT RELATIONS; DIRECTOR OF CLIENT RELATIONS, MEMBER | — |
| PATTEN MATTHEW | PM; PRES | — |
| PATTEN ERICH | CIO; PORTFOLIO MANAGER; PORT MGR | — |
| URPI XAVIER JOSE | DIRECTOR OF FIXED INCOME; DIRECTOR OF FIXED INCOME, MEMBER | — |
| PATTEN MATTHEW CUTLER | CHIEF EXECUTIVE OFFICER, MEMBER; PRESIDENT; PRESIDENT, MEMBER | — |
| ASHLAND BROOKE | CEO | — |
| PATTEN MARK | PORTFOLIO MANAGER, MEMBER; PRESIDENT, MEMBER | — |
| BEGGS WILLIAM CHARLES | SENIOR ANALYST; SENIOR ANALYST, MEMBER | — |
| ANDERSON BROOK AUSTIN | CHIEF OPERATING OFFICER | — |


## Disclosures (9)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-07-24 | regulatory | FAILURE TO PROPERLY DISCLOSE CONFLICTS OF INTERESTS AND BROKER-DEALER REGISTRATION VIOLATIONS IN CONNECTION WITH THE RECEIPT OF COMPENSATION FROM PRIVATE REAL ESTATE FUND ALASKA FINANCIAL COMPANY III LLC AND FALSE AND MISLEADING STATEMENTS IN FORM ADV FILINGS. | Final | $85K |
| 2019-07-24 | regulatory | FAILURE TO PROPERLY DISCLOSE CONFLICTS OF INTERESTS AND BROKER-DEALER REGISTRATION VIOLATIONS IN CONNECTION WITH THERECEIPT OF COMPENSATION FROM PRIVATE REAL ESTATE FUND ALASKA FINANCIAL COMPANY III LLC AND FALSE AND MISLEADINGSTATEMENTS IN FORM ADV FILINGS. | Final | $85K |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BELLEVUE | WA | 5 | 541-770-9000 |
| ANCHORAGE | AK | 3 | 907-754-3600 |
| NEWPORT BEACH | CA | 3 | 949-403-7075 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128483/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128483/similar
- Related entities: https://search.stillhousedata.com/firm/128483/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128483

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.