Curtis Advisory Group, LLC
● SEC registered since 2015CRD 151695SEC# 801-81082Santa Barbara, CA
Reg. AUM
$573.7M
Employees
3
Accounts
548
Location
Santa Barbara, CA
Curtis Advisory Group, LLC assets under management
Curtis Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Santa Barbara, CA. The firm has been registered since 2015. It reports $573.7 million in regulatory assets under management and employs 3 people.
Curtis Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua D Hayes Control | Member/Cco | 50-75% | 2021 |
| Ryan Earl Curtis Control | Managing Member/Principal | 50-75% | 2009 |
Frequently asked questions
How much does Curtis Advisory Group, LLC manage?
Curtis Advisory Group, LLC reports $573.7 million in regulatory assets under management on its Form ADV.
How many employees does Curtis Advisory Group, LLC have?
Curtis Advisory Group, LLC reports 3 employees.
Where is Curtis Advisory Group, LLC located?
Curtis Advisory Group, LLC is based in Santa Barbara, CA and has been SEC-registered since 2015.
Does Curtis Advisory Group, LLC disclose fund performance?
Curtis Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 735 State Street, Suite 214, Santa Barbara, CA 93101 |
| Phone | 805-963-6181 |
| Fax | 805-963-6181 |
| Office hours | 8a.m. -5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$573.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$573.7Mregulatory AUM
Discretionary $572.4MNon-discretionary $1.3M