Curtis Advisory Group, LLC

RIASEC Registered

Total AUM

$574M

Discretionary

$572M

100% of AUM

Avg account

$1M

Accounts

548

Employees

Advisory reps

Firm details

Headquarters: Santa Barbara, California
CRD number: 151695
Registered since: March 9, 2015
Website: curtisadvisorygroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.22%
Charitable Organizations20.72%
Individuals3.48%
Corporations / Businesses2.97%
Pension & Profit Sharing Plans2.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Curtis Advisory Group, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2015. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that selects third-party managers. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Curtis Advisory Group also reports business activity as an “other financial product salesperson” and structures fees as a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not position itself as an active ESG investor.