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Curtis Advisory Group, LLC

● SEC registered since 2015CRD 151695SEC# 801-81082Santa Barbara, CA
Export (members)
Reg. AUM
$485M
Employees
3
Accounts
516
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 $485 million in regulatory assets under management and employs 3 people.
www.curtisadvisorygroup.comView on SEC.gov ↗

Curtis Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joshua D Hayes ControlMember/Cco25-50%2021
Ryan Earl Curtis ControlManaging Member/Principal50-75%2009

Frequently asked questions

How much does Curtis Advisory Group, LLC manage?

Curtis Advisory Group, LLC reports $485 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

Address735 State Street, Suite 214, Santa Barbara, CA 93101
Phone805-963-6181
Fax805-963-6181
Office hours8a.m. -5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$484.6M
Non-discretionary$420K
Total (RAUM)$485M