# CUTTER FINANCIAL GROUP LLC

CUTTER FINANCIAL GROUP LLC of FALMOUTH, MA is an SEC-registered investment adviser.

## Registration

- CRD: 290016
- Type: SEC-registered investment adviser
- SEC file number: 801-111822
- Location: 84 DAVIS STRAITS, FALMOUTH, MA, 02540
- Phone: (508) 388-7175
- Latest filing: 2026-03-05
- Regulatory AUM: $216.9M
- Discretionary AUM: $216.9M
- Clients: 6
- Accounts: 1,211

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Thomas Cutter | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Jill Cutter | MEMBER | — |
| CUTTER JEFFREY THOMAS | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| CUTTER JILL | MEMBER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-03-17 | civil | THE SEC ALLEGES THAT CUTTER FINANCIAL GROUP AND MR. CUTTER FAILED TO ADEQUATELY DISCLOSE COMPENSATION ARRANGEMENTS AND CONFLICTS OF INTEREST RELATED TO COMMISSIONS RECEIVED FROM SELLING ANNUITIES TO ADVISORY CLIENTS AND FREE MARKETING AND OTHER BENEFITS PROVIDED BY THIRD PARTY MARKETING FIRMS AND TH… | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290016/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290016/similar
- Related entities: https://search.stillhousedata.com/firm/290016/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290016

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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.