Curtis Capital Advisors

Overview

Curtis Capital Advisors is an independent, owner-operated RIA organized as a limited liability company that registers with the SEC in 2025. The firm positions itself as a capital allocator for individual and family clients, combining fee models that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory capabilities center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection or oversight of third-party advisers. Curtis Capital does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives