# Cuthbert Financial Guidance

Cuthbert Financial Guidance is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 130006
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130006

## About

CUTHBERT FINANCIAL GUIDANCE is a state-registered investment adviser in PORTLAND, OR. It has 3 employees and 2 investment advisers. The firm is based in the Pacific Northwest.

## Questions

### What investment stages and asset classes does Cuthbert Financial Guidance target?

The office targets directly owned, income-producing assets rather than fund commitments or early-stage operating companies. Its portfolio is concentrated in multi-tenant retail, light industrial warehouses, managed timberland, and investment-grade municipal bonds. Public equities are held passively. There is no record of the firm participating in venture capital, growth equity, or private equity fund commitments.

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Last updated: 2026-07-06T01:24:14.985Z

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