C
Cuthbert Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,911,268
Clients
21
24% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$3,614,822
About
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.
Client services
Portfolio management
Expertise
Wealth management
Fee options
1% annually
Account minimum: $1,000,000
Main office location
Cuthbert Capital Management LLC
Philadelphia PA, United States
Number of offices
1
Most active in
Cuthbert Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
New York · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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