AdvisorCensus / Financial advisors / Missouri / Kansas City / Curtis Capital Advisors
Curtis Capital Advisors
Filed as CURTIS CAPITAL ADVISORS · Legal name Curtis Capital Advisors, LLC
Curtis Capital Advisors is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.
Quick answers
From the filingHow is Curtis Capital Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Curtis Capital Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Curtis Capital Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated August 27, 2026 states: Up to $999,999: 1% a year; $1,000,000 to $2,999,999: 0.75% a year; $3,000,000 to $9,999,999: 0.5% a year; Above $10,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Curtis Capital Advisors located?
Curtis Capital Advisors' principal office is in Overland Park, KS, according to its Form ADV.
Is Curtis Capital Advisors registered with the SEC or a state?
Curtis Capital Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 330835.
How much does Curtis Capital Advisors manage?
Curtis Capital Advisors reports $165,500,000 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (96% discretionary).
How have Curtis Capital Advisors' assets and staff changed since 2025?
In the Form ADV data for Curtis Capital Advisors: Regulatory assets under management: $125,478,000 in the October 2025 data and $165,500,000 in the October 2026 data, up 32%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Curtis Capital Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (20).
Which custodians does Curtis Capital Advisors use?
Curtis Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Curtis Capital Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330835
Does Curtis Capital Advisors state an account minimum?
Its Form ADV Part 2A brochure dated August 27, 2026 says: "Advisor generally provides its services to individual s, high-net-worth individuals, and trusts. Advisor does not require a minimum account value to open or maintain an account."
What changed in Curtis Capital Advisors' recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $125,478,000 to $165,500,000 (+32%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $999,999 | 1% |
| $1,000,000 to $2,999,999 | 0.75% |
| $3,000,000 to $9,999,999 | 0.5% |
| Above $10,000,000 | 0.25% |
The brochure's wording
Advisor’s standard fee schedule is included bel ow, subject to negotiation with a client: Client Assets Under Management Annual Fee Percentage (paid quarterly) $0 - $999,999 1.00% $1,000,000 - $2,999,999 0.75% $3,000,000 - $9,999,999 0.50% $10,000,000 and above 0.25%
Account minimum: None
The brochure's wording
Advisor generally provides its services to individual s, high-net-worth individuals, and trusts. Advisor does not require a minimum account value to open or maintain an account.
As stated in the firm's Form ADV Part 2A brochure dated August 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$165,500,000 as of October 2026, filing dated September 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Curtis Capital Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $165,500,000 | 2 | September 2, 2026 |
| October 2025 | $125,478,000 | 2 | July 14, 2025 |
Regulatory assets under management: $125,478,000 in the October 2025 data and $165,500,000 in the October 2026 data, up 32%.
Total employees: 2 in October 2025 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $125,478,000 to $165,500,000 (+32%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Curtis Capital Advisors (CRD 330835): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/curtis-capital-advisors-overland-park-ks-330835