CURTIS CAPITAL ADVISORS

Overview

Curtis Capital Advisors is an independent registered investment adviser focused on serving individuals and families. The firm acts as a capital allocator and combines financial planning with discretionary portfolio management and selection of third‑party advisers. Its stated fee options include a percentage of assets under management, hourly charges, and fixed fees, allowing flexibility for different client relationships. Investment preferences tilt toward public equities. The firm is not an active ESG investor and does not position itself as a multi‑state adviser. Advisory services center on personalized financial planning, portfolio management for individuals and small businesses, and vetting other investment managers when clients require access to external strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices