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Curtis Advisory Group
Curtis Advisory Group, LLC is an SEC-registered investment adviser in Santa Barbara, CA, registered since 2015. The firm manages $574 million in assets, with...
Curtis Advisory Group
Curtis Advisory Group, LLC is an SEC-registered investment adviser in Santa Barbara, CA, registered since 2015. The firm manages $574 million in assets, with $572 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Single Family Office
Frequently asked questions
Who is the Curtis family behind Curtis Advisory Group?
The Curtis family's specific business or investment history is not publicly documented in available records. The family office structure suggests wealth generated from entrepreneurial or investment activities, but no confirmed lineage or source is published.
What investment strategy does Curtis Advisory Group follow?
No public source describes the firm's asset allocation, sector focus, or investment vehicles. The office may pursue a diversified portfolio through external fund managers and direct investments, but this is inferred from common single-family office practice, not confirmed.
Does Curtis Advisory Group accept external capital?
Firm documents and public records contain no indication that Curtis Advisory Group operates as a multi-family office, registered investment adviser for third parties, or takes outside capital. It appears structured as a confidential single-family office managing only family assets.
Is Curtis Advisory Group affiliated with any other financial entities?
No public evidence links Curtis Advisory Group, LLC to any known Curtis-branded businesses, charitable foundations, or investment vehicles. The firm stands alone in available public references.
What compliance and regulatory filings are known?
Curtis Advisory Group, LLC does not appear in public SEC ADV filings or state-level investment adviser registries as of mid-2026. The firm may operate under an exemption for single-family offices with no advisory clients other than family members (per the SEC's 2018 single-family office rule).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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