CUTTER & COMPANY, INC.
Latest filing: Apr 08, 2025 (82 days ago)
AUM
$937,030,989
8% change vs. 1 year ago
6% change vs. 3 years ago
56% change vs. 5 years ago
87% change vs. 10 years ago
Employee Count
48
-2% change vs. 1 year ago
-4% change vs. 3 years ago
9% change vs. 5 years ago
7% change vs. 10 years ago
Main Office
BALLWIN, MO
15415 CLAYTON ROAD, BALLWIN, MO, UNITED STATES, 63011
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.2 |
| Total | $0.9 |
| Client | AUM |
|---|---|
| Retail | $0.9 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 2,212 | $0.7 |
| Average Individual AUM | $336,045 | |
| HNW | 112 | $0.2 |
| Average HNW AUM | $1,359,194 | |
| Retail Total | 2,324 | $0.9 |
| Average Retail AUM | $385,353 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | ST LOUIS-MO-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.9 |
| Retail SMA AUM | $0.9 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 11% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 83% | $0.8 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| B & B FINANCIAL PLANNING CO., INC. | $0.1 | 111628 | |
| LAND ADVISORY CO., LLC | $0.0 | 120016 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
45 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ELLEN WILLIAMS | BALLWIN | MO | S63|1986-05-09|S65|2004-02-23 | ||||||
| EDWARD GARDNER | BALLWIN | MO | S63|1989-09-21|S65|2015-05-14 | ||||||
| NANCY RICHTER | BALLWIN | MO | S63|1994-01-28|S65|2001-12-01 | ||||||
| CATHERINE LAMPE | BALLWIN | MO | S66|2008-01-23 | ||||||
| JAMES MILLER | BALLWIN | MO | S66|2001-02-21 | ||||||
| RAYMOND THOMES | BALLWIN | MO | S63|1984-07-09 | ||||||
| STEVEN ALLREAD | BALLWIN | MO | S63|1998-06-22|S65|2009-07-01 | ||||||
| SHAWN MURFF | BALLWIN | MO | S66|2016-12-17 | ||||||
| RAYMOND SALEEBY | BALLWIN | MO | S63|1982-07-12|S65|2005-03-26 | ||||||
| BARRY GERDIN | BALLWIN | MO | S63|1991-08-02 | ||||||
| GARY LONDON | BALLWIN | MO | S66|2005-07-14 | ||||||
| DEBORAH CASTIGLIONI | BALLWIN | MO | S63|1989-10-30|S65|1993-12-23 | ||||||
| SCOTT BLATTEL | BALLWIN | MO | S63|2005-10-05|S65|2013-09-24 | ||||||
| ROBERT NORMAN | BALLWIN | MO | S63|1993-02-17|S65|1993-04-13 | ||||||
| CYNTHIA WHITMAN | BALLWIN | MO | S66|2009-09-04 | ||||||
| JACQUELINE SALEEBY | BALLWIN | MO | S66|2023-09-06 | ||||||
| BRUCE WARD | BALLWIN | MO | S63|1991-08-30|S65|1999-04-30 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| CHRISTOPHER ROBB | BALLWIN | MO | S66|2009-06-12 | ||||||
| WILLIAM MEYER | BALLWIN | MO | S63|1984-06-21 | CHARTERED FINANCIAL CONSULTANT | |||||
| JEFFREY PATTERSON | BALLWIN | MO | S63|1995-02-01|S66|2000-10-24 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.9 | $0.0 | 0% | 48 | 0 | 0% |
| 2025-04-21 | $0.9 | $0.0 | 0% | 48 | 0 | 0% |
| 2024-04-02 | $0.9 | $0.1 | 8% | 49 | -1 | -2% |
| 2023-04-04 | $0.8 | $0.2 | 25% | 51 | -3 | -6% |
| 2022-04-01 | $0.9 | $0.0 | 6% | 50 | -2 | -4% |
| 2021-04-05 | $0.7 | $0.2 | 29% | 46 | 2 | 4% |
| 2020-04-01 | $0.6 | $0.3 | 56% | 44 | 4 | 9% |
| 2019-04-01 | $0.6 | $0.3 | 56% | 44 | 4 | 9% |
| 2018-04-02 | $0.6 | $0.4 | 63% | 43 | 5 | 12% |
| 2017-04-01 | $0.6 | $0.4 | 67% | 42 | 6 | 14% |
| 2016-04-01 | $0.6 | $0.4 | 67% | 42 | 6 | 14% |
| 2015-04-01 | $0.5 | $0.4 | 87% | 45 | 3 | 7% |
| 2014-04-01 | $0.4 | $0.5 | 127% | 41 | 7 | 17% |
| 2013-04-01 | $0.3 | $0.6 | 178% | 28 | 20 | 71% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, AZ-03/26/2013, CA-05/05/2005, CT-05/18/2021, FL-07/21/2004, GA-04/13/2005, IA-01/13/2006, IL-09/08/2003, IN-08/04/2010, KS-09/08/2003, LA-03/29/2012, MA-01/04/2010, MD-06/19/2017, MI-01/04/2018, MN-02/22/2022, MO-09/08/2003, NC-01/04/2016, NE-01/03/2022, NH-03/29/2012, NJ-10/30/2014, NV-08/29/2018, NY-01/13/2006, OH-03/20/2009, OR-08/05/2021, PA-10/16/2014, SC-03/26/2013, TN-01/03/2023, TX-09/08/2003, VA-08/14/2023, WA-01/04/2018, WI-08/29/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
BROKER DEALER REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV