# JAMES CURTIS FINANCIAL AND INSURANCE SERVICES

JAMES CURTIS FINANCIAL AND INSURANCE SERVICES of COSTA MESA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 169643
- Type: SEC-registered investment adviser
- Location: 1700 ADAMS AVENUE, COSTA MESA, CA, 92626
- Phone: (714) 445-0055
- Latest filing: 2026-03-25
- Regulatory AUM: $99.5M
- Non-discretionary AUM: $99.5M
- Clients: 1
- Accounts: 199

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169643/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169643/similar
- Related entities: https://search.stillhousedata.com/firm/169643/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169643

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.