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CURTIS ADVISORY GROUP, LLC
CRD 151695 · SEC 801-81082
735 STATE STREET, SUITE 214, SANTA BARBARA, CA, 93101, United States
Phone
805-963-6181
Fax
805-963-6181
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$573.7M
Discretionary AUM
$572.4M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINDEPENDENT PERFORMANCE REPORTING AND INVESTMENT OVERSIGHT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $20.0M |
| High net worth individuals | 64 | $402.8M |
| Pension/profit sharing plans | 11 | $15.1M |
| Charitable organizations | 3 | $118.9M |
| Corporations/business entities | 6 | $17.0M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD