# Curtis Capital Advisors

> 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.

- CRD: 330835
- Filed as: CURTIS CAPITAL ADVISORS
- Legal name: Curtis Capital Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330835
- AdvisorCensus page: https://advisorcensus.com/firm/curtis-capital-advisors-overland-park-ks-330835

## Quick answers

**How 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).

**How much does Curtis Capital Advisors charge?**
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; Hourly rate: $500 an hour (standalone financial planning services). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- 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

> 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

> 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.

- Hourly rate: $500 an hour (standalone financial planning services)

> The hourly rate for standalone financial planning services is $500 an hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $165,500,000
- Discretionary: $159,000,000
- Non-discretionary: $6,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $14,500,000 |
| High net worth individuals | 20 | $151,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- curtisca.com
- LinkedIn @103021049

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $125,478,000 | 2 | July 14, 2025 |
| October 2026 | $165,500,000 | 2 | September 2, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $125,478,000 to $165,500,000 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curtis Capital Advisors (CRD 330835): Form ADV filing data as of October 2026.