# Cutter Financial Group

Cutter Financial Group is a Bank / Wealth / Trust based in Falmouth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Falmouth, United States
- **Region:** North America
- **Address:** Falmouth, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** cutterfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/cutter-financial-group-llc

## Regulatory record

- **CRD number:** 290016
- **SEC file number:** 801-111822
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290016

## About

Cutter Financial Group was established in 2006. It operates as a US-based registered investment advisor. The firm delivers discretionary advisory services covering income planning, investment planning, and risk management. Clients include individuals, high net worth individuals, trusts, estates, and charitable organizations. No recent operational events from the last 24 months are recorded. Team size and additional offices remain undisclosed. The firm maintains a standard RIA structure with no disclosed hybrid vehicles or succession details.

## Questions

### Who are the principals at Cutter Financial Group?

No named principals are disclosed in available records.

### What services does Cutter Financial Group provide?

The firm offers discretionary investment advisory including income planning, investment planning, and risk management.

### Which client types does Cutter Financial Group serve?

Clients include individuals, high net worth individuals, trusts, estates, and charitable organizations.

### Does Cutter Financial Group publish AUM?

No AUM figure is publicly disclosed.

## Related profiles

- [Cutter & Company](https://altss.com/profile/cutter-company)
- [CU Ventures](https://altss.com/profile/cu-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cutter-financial-group

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