Curtis Advisory Group, LLC
Curtis Advisory Group, LLC is an SEC-registered wealth manager in Santa Barbara, CA with $573.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Curtis Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151695, SEC 801-81082, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $573.7M (2026-04-15)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 3
- Clients
- 157
- CRD
- 151695
- Ownership
- CURTIS, RYAN, EARL; HAYES, JOSHUA, D
How much AUM does Curtis Advisory Group, LLC have?
Curtis Advisory Group, LLC reported $573.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Curtis Advisory Group, LLC?
Disclosed owners and executives of Curtis Advisory Group, LLC include CURTIS, RYAN, EARL, HAYES, JOSHUA, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.