CURTIS ADVISORY GROUP, LLC

CURTIS ADVISORY GROUP, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 151695). Regulatory assets under management: $573.7M.

Registration

• CRD: 151695
• SEC file number: 801-81082
• Type: Registered investment adviser
• Location: 735 STATE STREET, SUITE 214, SANTA BARBARA, CA, 93101
• Phone: 805-963-6181
• Latest filing: 2026-04-15
• Regulatory AUM: $573.7M
• Discretionary AUM: $572.4M
• Non-discretionary AUM: $1.3M
• Clients: 3
• Accounts: 548

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151695 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search