Key facts
- CURTIS ADVISORY GROUP, LLC is a other based in SANTA BARBARA, CA.
- CURTIS ADVISORY GROUP, LLC reports $314K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 151695- Regulatory AUM
- $314K
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- SANTA BARBARA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CURTIS ADVISORY GROUP, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CURTIS ADVISORY GROUP, LLC's AUM?
- CURTIS ADVISORY GROUP, LLC manages approximately $314K in assets.