# P.R. Curtman Investments LLC

> P.R. Curtman Investments LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 315193
- Filed as: P.R. CURTMAN INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315193
- AdvisorCensus page: https://advisorcensus.com/firm/p-r-curtman-investments-llc-315193

## Quick answers

**How is P.R. Curtman Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), P.R. Curtman Investments LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is P.R. Curtman Investments LLC registered with the SEC or a state?**
P.R. Curtman Investments LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315193.

**How much does P.R. Curtman Investments LLC manage?**
P.R. Curtman Investments LLC reports $15,728,158 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does P.R. Curtman Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (3); charitable organizations (1).

**Does P.R. Curtman Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315193

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,728,158
- Discretionary: $15,728,158
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $9,580,220 |
| High net worth individuals | 3 | $4,989,033 |
| Charitable organizations | 1 | $351,586 |
| Corporations or other businesses not listed above | Fewer than 5 | $807,319 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [prcurtman.com](https://prcurtman.com)
- Facebook @PRCurtman
- Instagram @PRCurtman
- LinkedIn @p-r-curtman-investments
- X @PRCurtman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. P.R. Curtman Investments LLC (CRD 315193): Form ADV filing data as of October 2026.