Curtis Financial Planning, LLC
● SEC registered since 2025CRD 136785SEC# 801-132154
Reg. AUM
$163.5M
Employees
1
Accounts
238
Location
—
Curtis Financial Planning, LLC assets under management
Curtis Financial Planning, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $163.5 million in regulatory assets under management and employs 1 people.
Curtis Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Curtis Control | Owner And Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Curtis Financial Planning, LLC manage?
Curtis Financial Planning, LLC reports $163.5 million in regulatory assets under management on its Form ADV.
How many employees does Curtis Financial Planning, LLC have?
Curtis Financial Planning, LLC reports 1 employees.
Does Curtis Financial Planning, LLC disclose fund performance?
Curtis Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (510) 451-3528 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$163.5M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$163.5Mregulatory AUM
Discretionary $163.5M