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CURTIS ADVISORY GROUP, LLC
CRD 151695File 801-81082
APPROVED
Retail clients
Custody
Filing as of Apr 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$573.7M
Above cohort median (national)
Discretionary AUM
$572.4M
Non-discretionary $1.3M
Clients
157
548 accounts
Employees
3
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 9, 2015
- Principal office
- 735 STATE STREET, SUITE 214, SANTA BARBARA, CA, 93101
- Phone
- 805-963-6181
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $573.7M
- Discretionary AUM
- $572.4M
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 542
- Non-discretionary accounts
- 6
- Total accounts
- 548
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $17.0M |
| Charitable organizations | Fewer than 5 | $118.9M |
| High net worth individuals | 64 | $402.8M |
| Pension and profit sharing plans | 11 | $15.1M |
| Individuals (other than high net worth individuals) | 73 | $20.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.