Curtis Capital Advisors

Overview

Curtis Capital Advisors is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. It identifies itself as a capital allocator, using outside managers when appropriate. Compensation methods include a percentage of assets under management plus options for hourly and fixed fees. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices