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CURTIS CAPITAL ADVISORS
Legal name: CURTIS CAPITAL ADVISORS, LLC
CRD 330835File 801-132177
APPROVED
Retail clients
Custody
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$165.5M
Bottom 25% of cohort (national)
Discretionary AUM
$159.0M
Non-discretionary $6.5M
Clients
82
244 accounts
Employees
2
Bottom 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 18, 2025
- Principal office
- 7900 COLLEGE BLVD., SUITE 140, OVERLAND PARK, KS, 66210
- Phone
- 913-344-5443
- Website
- https://www.curtisca.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $165.5M
- Discretionary AUM
- $159.0M
- Non-discretionary AUM
- $6.5M
- Discretionary accounts
- 210
- Non-discretionary accounts
- 34
- Total accounts
- 244
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $151.0M |
| Individuals (other than high net worth individuals) | 62 | $14.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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.