Curtis Advisory Group, LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 151695
- Registered since
- March 9, 2015
- Website
- curtisadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.22%
- Charitable Organizations20.72%
- Individuals3.48%
- Corporations / Businesses2.97%
- Pension & Profit Sharing Plans2.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Curtis Advisory Group, LLC is an independent RIA organized as an LLC and registered with the SEC in 2015. The firm operates as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Compensation comes through a mix of percentage-of-AUM fees, hourly charges and fixed fees, and the firm also engages in other financial product sales. Curtis Advisory Group does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities22%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 3
David Given
Investment Adviser RepresentativeCRD 7735343
Joshua Hayes
Lead Advisor, PartnerCRD 5655380
Ryan Curtis
Principal and Founding PartnerCRD 2591395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$408M in ETFs
76%
$309M
15%
$98.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $47.3M | 63,354 | 11.60% |
Location
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 735 State St
- Time zone
- PT (UTC-8)
- Office locations
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