Curtis Capital Advisors
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 330835
- Registered since
- March 18, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.24%
- Individuals8.76%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Curtis Capital Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owner-operated and focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Curtis Capital characterizes itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents8%
- Private Funds2%
Contacts
2 of 2
Ian Campbell
PresidentCRD 7119702
Christopher Costello
Founder and CCOCRD 2630844
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 7900 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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