A complete list of active advisors currently associated with Cuthbert Capital Management LLC

Warmer can help you find a great advisor at Cuthbert Capital Management LLC or one who fits your needs even better.

Cuthbert Capital Management LLC is a founder‑owned independent investment adviser that provides discretionary asset management primarily to high‑net‑worth individuals. The firm reports approximately $75.9 million in assets under management across 21 client relationships and generally requires a $1,000,000 account minimum, which the brochure notes may be lowered or waived in certain cases. The firm documents client goals, time horizons, objectives, and risk tolerance to create tailored investment programs and implements them through asset allocation, security selection, and ongoing portfolio monitoring. Its methods of analysis include fundamental analysis, technical analysis, and charting, and accounts are managed on a discretionary basis with periodic reviews and regular reporting. Noteworthy features compared with many solo independent advisers include an explicit focus on high‑net‑worth clients and a relatively small client base, producing a higher assets‑per‑client profile, and a founding date of 2023 despite its current AUM level. The principal maintains an affiliated insurance business (reported as less than 10% of time) and the firm does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.

To learn more about the advisors currently working at Cuthbert Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.