Overview
Assets Under Management: $166 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 20
Average Client Assets: $8 million
Frequently Asked Questions
CURTIS CAPITAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330835), CURTIS CAPITAL ADVISORS is subject to fiduciary duty under federal law.
CURTIS CAPITAL ADVISORS is headquartered in OVERLAND PARK, KS.
CURTIS CAPITAL ADVISORS serves 20 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, CURTIS CAPITAL ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CURTIS CAPITAL ADVISORS manages $166 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, CURTIS CAPITAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.24
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 244
Discretionary Accounts: 210
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 330835
Filing ID: 2039499
Last Filing Date: 2026-01-20 17:11:54