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CURTIS CAPITAL ADVISORS

CURTIS CAPITAL ADVISORS, LLC

CRD 330835 · SEC 801-132177

Visit website

7900 COLLEGE BLVD., SUITE 140, OVERLAND PARK, KS, 66210, United States

Phone

913-344-5443

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$165.5M

Discretionary AUM

$159.0M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals62$14.5M
High net worth individuals20$151.0M

States served

KS, MO, TX

All web addresses on file

Official SEC filing: View on IAPD